Planning and Investment Leader
24 hours ago
We are recruiting a Financial Planner to join our team at Cooper White Group. As a key member of our Private Clients arm, you will be responsible for managing and growing your own portfolio of clients, providing comprehensive financial planning advice, and supporting colleagues where necessary.
Key Accountabilities:
- Develop and implement strategies to grow your client base and achieve long-term financial goals
- Collaborate with colleagues to provide exceptional service and support to clients
- Build and maintain strong relationships with clients through excellent communication skills and rapport-building
Essential Skills:
- A Chartered status or working towards it
- A genuine desire to provide high-quality advice and service to clients
- A successful track record of growing your own portfolio
- An entrepreneurial spirit and solutions-oriented approach
This is an excellent opportunity for a self-motivated individual with established routes to market. Estimated Salary: £60,000 - £80,000 per annum
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