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Senior Financial Planner

2 months ago

Leatherhead, Surrey, United Kingdom Financial Divisions Full time
{"title": "Financial Planner Role", "content": "Job Summary

We are seeking a skilled Financial Planner to join our team at Financial Divisions. As a Financial Planner, you will be responsible for managing a portion of our CEO\u2019s existing book of business, consisting of high net worth (HNW) clients. This is a servicing role, with opportunities to generate new business and work with complex cases.

Key Responsibilities
  • Manage a portfolio of HNW clients, providing financial planning and advice
  • Work closely with our CEO to understand client needs and develop tailored solutions
  • Collaborate with our support team to ensure seamless delivery of services
  • Identify opportunities to grow our business and expand our client base
What We Offer
  • A competitive salary of £70k-£90k, negotiable
  • A bonus structure based on new business written
  • An attractive benefits package, including PMI, DIS, and Critical Illness cover
  • 25 days holiday allowance, increasing after 4 years of service
About Us

Financial Divisions is a Chartered independent wealth planning firm with a strong reputation for delivering exceptional client service. We are committed to helping our clients achieve their financial goals and enjoy a high level of client retention.

We are looking for a skilled and experienced Financial Planner to join our team. If you have a passion for financial planning and a strong track record of success, we would love to hear from you.

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