Senior Financial Planner Opportunity
2 days ago
Job Title: Senior Financial Planner Opportunity
Company: Financial Divisions
Job Type: Full-time
Location: Office-based with flexibility to work from home
About the Role:
We are seeking a highly skilled and experienced Chartered Financial Planner or someone studying towards their Chartered status to join our team as a Senior Financial Adviser. The successful candidate will have a proven track record of managing a book of business and generating ongoing advice fees.
Key Responsibilities:
- Manage an existing book of business generating £250k in ongoing advice fees
- Provide holistic advisory services to high net worth individuals and families
- Develop and maintain strong relationships with clients and colleagues
- Contribute to the growth and development of the company
About the Company:
Financial Divisions is a well-established and reputable financial services company with a strong reputation for providing high-quality services to its clients. We pride ourselves on our commitment to excellence and our ability to deliver tailored solutions to meet the unique needs of our clients.
What We Offer:
- A competitive salary and benefits package
- Opportunities for professional development and growth
- A dynamic and supportive work environment
- Flexible working arrangements
Requirements:
- Chartered Financial Planner or studying towards Chartered status
- At least 3-5 years of solid advising experience
- Proven track record of managing a book of business and generating ongoing advice fees
- Strong communication and interpersonal skills
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