Senior Financial Planning Specialist

5 days ago

Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time
Job Opportunity

We are seeking a highly skilled Chartered Financial Planner to join our team at Recruit UK | Certified B Corp™. As a leading recruitment agency in the financial services sector, we are committed to providing exceptional career opportunities for professionals like you.

About the Role

  • As a Senior Financial Planning Specialist, you will be responsible for managing a portfolio of high-net-worth clients, providing expert financial planning advice and guidance to help them achieve their financial goals.
  • You will work closely with our partners to develop and implement business growth strategies, identifying new opportunities and building relationships with key stakeholders.
  • With a strong focus on client service and satisfaction, you will be expected to deliver exceptional results and contribute to the growth and success of our financial planning practice.

Key Responsibilities

  • Manage a portfolio of high-net-worth clients, providing expert financial planning advice and guidance.
  • Develop and implement business growth strategies, identifying new opportunities and building relationships with key stakeholders.
  • Work closely with partners to deliver exceptional results and contribute to the growth and success of our financial planning practice.
  • Provide regular updates and progress reports to stakeholders, ensuring transparency and accountability.

Requirements

  • Chartered Financial Planner (CII Level 6 qualification) or equivalent.
  • Qualified pension specialist (AF7 or Pension Transfer Advice qualification).
  • Previous experience in supporting high-level pension clients.
  • Strong communication and interpersonal skills, with the ability to build and maintain relationships with clients and stakeholders.
  • Excellent problem-solving and analytical skills, with the ability to provide expert financial planning advice and guidance.

About Recruit UK | Certified B Corp™

We are a specialist recruitment agency in the financial services sector, committed to providing exceptional career opportunities for professionals like you. With a strong focus on client service and satisfaction, we strive to deliver exceptional results and contribute to the growth and success of our clients.

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