Job Title: Senior Financial Planner

Job Summary:

We are seeking a highly skilled and 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 clients, providing expert financial advice and guidance to help them achieve their financial goals.

Key Responsibilities:

• Manage a portfolio of high net worth clients, providing expert financial advice and guidance to help them achieve their financial goals.
• Conduct thorough financial assessments and create personalized financial plans to meet the unique needs of each client.
• Develop and implement investment strategies to help clients grow and preserve their wealth.
• Provide ongoing support and guidance to clients, ensuring they remain on track to meet their financial objectives.
• Collaborate with other financial professionals to ensure seamless delivery of services to clients.

Requirements:

• Chartered Financial Planner or equivalent qualification.
• Minimum 5 years of experience in financial planning, with a proven track record of success.
• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
• Strong analytical and problem-solving skills, with the ability to interpret complex financial data and develop effective solutions.
• Ability to work independently and as part of a team, with a flexible and adaptable approach to work.

What We Offer:

• A competitive salary and bonus scheme.
• A comprehensive benefits package, including life cover, private health insurance, and private medical insurance.
• Free car parking.

About Us:

Financial Divisions is a leading provider of financial services, dedicated to helping individuals and businesses achieve their financial goals. We pride ourselves on our commitment to excellence, our expertise, and our personalized approach to client service.