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Senior Financial Planner

2 months ago

Maidstone, Kent, United Kingdom Financial Divisions Full time

Job Title: Senior Financial Planner - Kent

Job Type: Full-time

Company: Financial Divisions

Location: Kent

Job Description:

Job Summary:

We are seeking a highly skilled and experienced Senior Financial Planner to join our team at Financial Divisions in Kent. As a Senior Financial Planner, you will be responsible for managing a portfolio of high net worth (HNW) clients, providing expert financial planning and wealth management services to help them achieve their financial goals.

Key Responsibilities:

  • Manage a portfolio of HNW clients, providing expert financial planning and wealth management services
  • Conduct thorough financial assessments and create personalized financial plans for clients
  • Develop and implement investment strategies to help clients achieve their financial goals
  • Provide ongoing financial planning and wealth management services to clients, including regular reviews and updates
  • Collaborate with other financial professionals, such as accountants and solicitors, to provide comprehensive financial services to clients
  • Stay up-to-date with industry developments and best practices in financial planning and wealth management

Requirements:

  • Chartered Financial Planner (CFP) designation or equivalent
  • Minimum 5 years of experience in financial planning and wealth management
  • Proven track record of success in managing HNW client relationships
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong analytical and problem-solving skills

What We Offer:

  • Competitive salary and bonus structure
  • Opportunities for professional development and growth
  • Collaborative and dynamic work environment
  • Access to industry-leading technology and resources

How to Apply:

If you are a motivated and experienced financial professional looking for a new challenge, please submit your application, including your resume and a cover letter, to [insert contact information].