Senior Financial Advisor
6 days ago
Job Title: Chartered Financial Planner
About the Role:
We are seeking a skilled and experienced Chartered Financial Planner to join our client's high-performing team. As a key member of the team, you will be responsible for providing comprehensive financial planning advice to clients, ensuring their individual goals are met in areas such as pensions, investments, estate planning, and protection.
Key Responsibilities:
- Client Relationship Management: Manage and nurture an existing client bank, ensuring continued trust and satisfaction.
- Financial Planning: Develop financial plans tailored to clients' specific needs, addressing goals in areas such as pensions, investments, estate planning, and protection.
- Client Reviews: Conduct regular reviews and maintain ongoing client relationships, ensuring all client needs are met efficiently.
- Collaboration: Work closely with a dedicated back-office support team to ensure seamless client service.
- Compliance: Ensure all advice is compliant with regulatory requirements and in line with the firm's values.
Requirements:
- Chartered Financial Planner Status: Chartered Financial Planner status or equivalent qualification.
- Experience: Demonstrable experience in providing comprehensive financial planning advice.
- Technical Knowledge: Strong technical knowledge across all areas of financial planning.
- Interpersonal Skills: Excellent interpersonal skills and the ability to build and maintain client relationships.
- Independence: Ability to work independently, with a proactive and client-focused approach.
Benefits:
- Competitive Salary: Competitive salary of up to £75,000 depending on experience.
- Bonus Scheme: Bonus scheme.
- Client Inheritance: Inheritance of an established client bank.
- Support Team: Full back-office support, allowing you to focus on client advice and relationship management.
- Holiday and Benefits: 25 days holiday plus bank holidays, 10x death in service cover, Private Medical Insurance (PMI), and opportunities for ongoing professional development and career progression.
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