Senior Financial Planner
1 week ago
Our Opportunity
">This role offers the chance to work within our Wealth Planning team, providing high-level financial planning advice to Handelsbanken clients and supporting Client Directors with technical expertise. The position can be based in our London, Tunbridge Wells, or Manchester offices.
Main Responsibilities:
- Collaborate with Client Directors and Associates to deliver technical financial advisory reports and advice to High Net Worth Clients.
- Work alongside Advisers to deliver personalized holistic financial planning services focused on improving client outcomes.
- Undertake research, compile financial planning recommendations, and analyze client data.
- Liaise with product providers and third parties.
- Mentor and develop trainees.
- Ensure regulatory compliance standards are met.
- Contribute to best practice development within the business.
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