Senior Financial Planning Position

18 hours ago


Norwich, Norfolk, United Kingdom Financial Divisions Full time
HNW Financial Planning Position

Role Summary:

Financial Divisions is seeking a Financial Adviser to manage an existing book of business from a retiring adviser and bring on new clients. This role requires a strong understanding of financial planning and wealth management principles.

Key Responsibilities:

  1. Develop and implement customized financial plans for high net worth clients.
  2. Manage client bank generating from retiring adviser over the next 3 years.

Company Background:

Financial Divisions has been operating for over 15 years, providing holistic advisory services to high net worth individuals and families. Our experienced team offers expert advice on investment management, tax planning, and estate planning.

Compensation:

Up to £100,000 per annum, depending on experience.

Required Skills and Qualifications:

  • Minimum 3 years of experience in financial planning and wealth management.
  • Strong knowledge of investment products and tax planning strategies.

Benefits:

  • Opportunity to work with high net worth clients and develop customized financial plans.
  • Flexible working arrangement allowing for work-life balance.


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