Senior Financial Planner
16 hours ago
We are seeking an experienced Senior Financial Planner to join our team at Financial Divisions. This is a unique opportunity for a highly skilled professional to work with a dynamic and award-winning Chartered IFA firm.
The Role:
As a Senior Financial Planner, you will be responsible for delivering whole of market financial advice to HNW retirees, accumulators, local families, and SME owners across London and the Southeast. You will support a team of highly experienced advisers and provide exceptional client service.
Key Responsibilities:
• Deliver high-quality financial advice to clients
• Support the development of new business opportunities
• Collaborate with colleagues to achieve business objectives
• Maintain up-to-date knowledge of financial products and services
Requirements:
• Level 4 Diploma qualified as a minimum
• Experience in fund research, suitability report writing, calculations, and creating illustrations for clients
• Familiarity with creating reports and presenting them to clients
What We Offer:
• Competitive salary range: £40,000 - £65,000 per annum, depending on experience
• Comprehensive study support package towards achieving Chartered Status
• Pension scheme, death in service cover, income protection, and 25 days holiday + bank holidays
• Opportunity to work with a leading financial services firm
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