Financial Planner

2 weeks ago


East Anglia, United Kingdom Financial Divisions Full time £65,000 - £80,000
Financial Divisions is seeking a skilled Financial Planner to join their team. As a Financial Planner, you will be responsible for managing a portion of the Managing Director's existing book of business. This exciting opportunity will allow you to work with a diverse range of clients, including local and international families and SME owners. You will consult on investments, tax planning, cashflow modelling, retirement planning, and protections. The ideal candidate will have 5 years of experience in advising and a background in independent wealth planning. The role offers a competitive salary of £65,000 - £80,000 and a bonus, as well as an attractive benefits package and holiday allowance.

**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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