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Financial Planner

2 months ago

Leatherhead, Surrey, United Kingdom Financial Divisions Full time £70,000 - £90,000
Job Title: Financial Planner

Financial Divisions is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for managing a portion of our CEO's existing book of business, consisting of high net worth (HNW) clients with assets ranging from £500k to £8m.

Key Responsibilities:

  • Manage a portfolio of HNW clients, providing whole of market financial advice on pensions, investments, tax planning, cashflow modelling, retirement planning, and protection strategies.
  • Work closely with clients to understand their financial goals and develop tailored solutions to meet their needs.
  • Collaborate with the Managing Director to identify new business opportunities and develop strategies to grow the business.
  • Contribute to the development of business plans and strategies to drive growth and profitability.

Requirements:

  • Proven experience in a similar role, preferably in an independent wealth planning firm.
  • Strong knowledge of financial planning principles, including pensions, investments, tax planning, and protection strategies.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Ability to work independently and as part of a team, with a strong focus on delivering high-quality results.

What We Offer:

  • A competitive salary and bonus structure, with opportunities for career progression.
  • A comprehensive benefits package, including PMI, DIS, and Critical Illness cover.
  • 25 days' holiday allowance, increasing after 4 years of service.

About Us:

Financial Divisions is a leading provider of financial planning services to HNW individuals and families. We are committed to delivering exceptional results and building long-term relationships with our clients.