Wealth Planning Specialist
2 days ago
We are seeking an experienced Financial Planner to join our team at Financial Divisions. This role offers the opportunity to work with a book of business worth £30m AUM, primarily consisting of clients at pre-retirement age. The successful candidate will have a strong background in financial planning, preferably with Chartered status, and excellent communication and interpersonal skills.
About the Role:
This Financial Planner will be responsible for servicing existing clients, providing face-to-face and virtual meetings, and consulting on various financial services including pensions, investments, tax planning, and retirement planning. They will also work closely with the support team to ensure seamless delivery of services to clients.
What We Offer:
In return for your expertise and dedication, we offer a competitive salary of £60k - £65k per annum, negotiable depending on experience, plus bonuses. You will also benefit from 25 days' holiday plus bank holidays and opportunities for full remote work with occasional visits to our offices in Croydon.
Requirements:
To be successful in this role, you will need to have a strong background in financial planning, preferably with Chartered status, and excellent communication and interpersonal skills. You must be able to build strong relationships with clients and colleagues alike and demonstrate a commitment to ongoing professional development.
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