Financial Planner
2 weeks ago
**Key Responsibilities:**
* Manage a portion of the Managing Director's existing book of business
* Consult with clients on investments, tax planning, cashflow modelling, retirement planning, and protections
* Work with a diverse range of clients, including local and international families and SME owners
* Collaborate with the Managing Director to develop and implement financial plans
**Requirements:**
* 5 years of experience in advising
* Background in independent wealth planning
* Strong communication and interpersonal skills
* Ability to work independently and as part of a team
**What We Offer:**
* Competitive salary of £65,000 - £80,000 and a bonus
* Attractive benefits package and holiday allowance
* Opportunity to work with a diverse range of clients and develop your skills and expertise
If you are a motivated and experienced Financial Planner looking for a new challenge, please apply today.
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