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Senior Financial Planner
2 months ago
Job Title: Senior Financial Planner
Job Type: Full-time
Industry: Financial Services
Company: Financial Divisions
Location: Remote (with occasional travel to client sites)
Job Description:
We are seeking an experienced Senior Financial Planner to join our team at Financial Divisions. As a Senior Financial Planner, you will be responsible for managing a portfolio of high net worth (HNW) clients, providing expert financial advice and guidance to help them achieve their financial goals.
Key Responsibilities:
- Manage a portfolio of HNW clients, providing regular financial reviews and advice to ensure their financial goals are met
- Develop and implement comprehensive financial plans for clients, taking into account their individual circumstances and goals
- Provide expert advice on investments, pensions, tax planning, and other financial matters
- Work closely with clients to understand their financial needs and goals, and provide tailored solutions to meet those needs
- Collaborate with other members of the Financial Divisions team to ensure seamless delivery of services to clients
Requirements:
- Minimum 5 years of experience in financial planning, with a focus on HNW clients
- Strong knowledge of financial planning principles, including investments, pensions, and tax planning
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients
- Ability to work independently and as part of a team, with a strong focus on delivering high-quality results
- Strong analytical and problem-solving skills, with the ability to analyze complex financial data and provide clear recommendations
What We Offer:
- Competitive salary and bonus structure
- Opportunities for professional development and growth
- Collaborative and dynamic work environment
- Flexible working arrangements, with the option to work from home
How to Apply:
If you are a motivated and experienced financial planner looking for a new challenge, please submit your application, including your resume and a cover letter outlining your experience and qualifications.