Senior Financial Planner
2 weeks ago
We are seeking a highly skilled and experienced Senior Financial Planner to join our team at Financial Divisions. As a key member of our advisory team, you will be responsible for managing a book of clients generating over £400,000 in ongoing advice fees.
Key Responsibilities:
- Manage a portfolio of high net worth clients, providing holistic advisory services and generating new business through referral and recommendation.
- Work closely with our directors to develop and implement strategies to grow our client base and increase revenue.
- Collaborate with our team to deliver exceptional client service and ensure high levels of client satisfaction.
- Contribute to the development of our investment proposition and ensure it aligns with the needs of our clients.
About the Role:
This is an exciting opportunity for a seasoned Financial Planner to join a well-established and respected firm in the industry. You will have the autonomy to work from home and manage your own affairs, with a focus on delivering high-quality service to our clients.
What We Offer:
- A competitive basic salary of £90,000, with a succession plan in place.
- A hybrid working arrangement, allowing you to balance work and personal life.
- A comprehensive benefits package, including attractive bonuses and benefits.
Requirements:
To be successful in this role, you will need to have:
- A minimum of 3 years' experience as a Financial Planner, with a proven track record of delivering high-quality service to clients.
- Strong communication and interpersonal skills, with the ability to build relationships with clients and colleagues.
- Excellent analytical and problem-solving skills, with the ability to interpret complex financial data and provide tailored advice to clients.
How to Apply:
If you are a motivated and experienced Financial Planner looking for a new challenge, please get in touch with Peter at Financial Divisions to discuss this opportunity further.
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