Senior Financial Planning Advisor
4 weeks ago
Jenson Fisher Consulting Ltd is seeking a Senior Financial Planning Advisor to join their team. As a key member of the team, you will be responsible for growing a client base and developing revenue streams for clients and the business.
About the FirmWe are a dynamic and forward-thinking financial planning firm with a heavy focus on technology and innovation. Our team is passionate about delivering exceptional client service and creating a positive work environment.
About the RoleAs a Senior Financial Planning Advisor, you will work with a huge mass affluent/UHNW client base, with a client portfolio that has huge opportunities to develop revenue streams for clients and the business in a fully digitised, yet simple and clear manner.
The ideal candidate will have Chartered status via the CII and a proven track record of success in financial planning.
Key Responsibilities- Growing a client base using the firm's high lead conversion rate and unique offering towards client service
- Developing revenue streams for clients and the business
- Collaborating with the team to develop skills, experience and earning potential
- Potential for significant earnings based on performance
- Opportunities for professional development and growth within the business
- Chartered status via the CII
- 4-6 years of experience in financial planning
£80,000 - £100,000 plus benefits and bonus (and equity potential)
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