Senior Financial Strategist
3 weeks ago
Senior Financial Strategist (Employed Role)
We are seeking an experienced Financial Planner to join our boutique, family-owned IFA firm in the UK.
The ideal candidate will have strong interpersonal skills and the ability to build long-term relationships with clients. They will manage a portion of our existing book of business, providing whole-of-market financial advice to local and international families and SME owners.
About the Firm:- We are a reputable IFA firm with a focus on wealth management and financial planning.
- Provide comprehensive financial advice on investments, tax planning, cashflow modelling, retirement planning, and protections for existing clients.
- Client meetings will be held in-office, remotely, or virtually.
- Salary: £65,000 - £80,000 per annum, plus bonus.
- Attractive benefits package and holiday allowance.
- Full administration and paraplanning support.
A background in an independent wealth planning firm is essential. The ideal candidate will have a proven track record of managing client relationships and providing expert financial guidance.
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