Experienced Financial Adviser
7 days ago
Job Opportunity for Experienced Financial Planners
We are seeking several experienced Financial Planners to join our team at Financial Divisions, a leading financial services company. As a Financial Planner, you will be responsible for managing existing client portfolios and providing expert advice on pensions, investments, tax, and retirement planning.
About the Role
This is a fantastic opportunity for experienced Financial Planners who enjoy the servicing aspects of client relationships and have a working knowledge of complex high-net-worth cases. You will have the opportunity to work with a diverse range of clients, including high-net-worth individuals, their families, and SME owners.
Key Responsibilities
- Manage existing client portfolios and provide expert advice on pensions, investments, tax, and retirement planning
- Work with clients to understand their financial goals and develop personalized plans to achieve them
- Provide ongoing support and guidance to clients to ensure they are on track to meet their financial objectives
- Collaborate with the operations team to ensure a smooth delivery of services
What We Offer
We offer a competitive salary, bonuses on initial fees and ongoing fees, and a supportive team environment. Our company is committed to supporting the personal and professional development of our employees, with full study support and mentorship opportunities available.
Requirements
- Experience as a Financial Planner or Adviser
- Strong knowledge of pensions, investments, tax, and retirement planning
- 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 submit your application to us.
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