Financial Planner

3 days ago

Epsom, Surrey, United Kingdom Financial Divisions Full time
Senior Financial Planner Opportunity

We are seeking an experienced Senior Financial Planner to join our team at Financial Divisions. As a key member of our wealth planning firm, you will be responsible for managing a portfolio of high net worth clients, providing expert financial advice and guidance to help them achieve their goals.

About the Role:

  • Manage a book of business comprising high net worth individuals and families
  • Provide comprehensive financial planning and advice, including pensions, investments, tax planning, and cash flow management
  • Work closely with our experienced team of administrators and paraplanners to deliver exceptional client service
  • Contribute to the growth and development of our business through strategic planning and collaboration with the management team

About Us:

Financial Divisions is a leading independent wealth planning firm with a strong reputation for delivering exceptional client service and expertise. We have a long-standing relationship with our clients, many of whom have been with us for over 20 years. Our team is dedicated to providing personalized advice and guidance to help our clients achieve their financial goals.

What We Offer:

  • A competitive salary and bonus structure
  • Ongoing professional development and training opportunities
  • A dynamic and supportive team environment
  • The opportunity to work with complex and high-value clients

Requirements:

  • Proven experience as a financial planner in an independent wealth planning firm
  • Strong knowledge of financial planning principles and practices
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

How to Apply:

If you are a motivated and experienced financial planner looking for a new challenge, please get in touch with us to discuss this opportunity further.

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