Senior Financial Planning Specialist

16 hours ago

Exeter, Devon, United Kingdom Dawn Consulting (Sw) Full time

About the Role:

Dawn Consulting (Sw) is seeking a highly skilled Senior Financial Planning Specialist to join our team. As a Senior Financial Planning Specialist, you will be responsible for providing expert financial planning advice to a diverse client base, with a focus on complex, high-net-worth clients. You will have a strong technical knowledge of financial planning, including tax-efficient investment planning, pensions and retirement planning, protection and estate planning.

About You:

We are looking for a warm and service-oriented individual who is capable of analysing and addressing clients' financial needs and goals. You will have strong communication skills and be able to develop comprehensive lifetime planning strategies for our clients. If you are ambitious and aspirational, keen to take on responsibility and contribute to the growth of a progressive firm, then we would love to hear from you.

Key Responsibilities:

  • Develop comprehensive lifetime planning strategies for clients
  • Provide expert financial planning advice to clients
  • Build and maintain strong relationships with clients
  • Stay up-to-date with industry developments and best practices

What We Offer:

We offer a competitive salary and benefits package, as well as opportunities for professional development and growth. If you are a motivated and experienced financial planning professional looking for a new challenge, then please apply.

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