Award-Winning Financial Consultant

5 days ago

London, Greater London, United Kingdom Financial Divisions Full time

Job Opportunity for Experienced Financial Planners

We are seeking several experienced Financial Planners to join our team at Financial Divisions, a leading financial services company. As a Financial Planner, you will be responsible for managing existing client portfolios and providing expert advice on pensions, investments, tax, and retirement planning.

About the Role

This is a fantastic opportunity for experienced Financial Planners who enjoy the servicing aspects of client relationships and have a working knowledge of complex high-net-worth cases. You will have the opportunity to work with a diverse range of clients, including high-net-worth individuals, their families, and SME owners.

Key Responsibilities

  • Manage existing client portfolios and provide expert advice on pensions, investments, tax, and retirement planning
  • Work with clients to understand their financial goals and develop tailored solutions
  • Provide cashflow modelling and support clients with VCT and EIS schemes and protection
  • Collaborate with the operations team to ensure a smooth delivery of services

What We Offer

We offer a competitive salary, bonuses on initial fees and ongoing fees, and full admin and paraplanning support. Our team is dedicated to supporting each other's personal and professional goals, and we provide study support to help you achieve your qualifications.

Requirements

To be successful in this role, you will need to have:

Experience as a Financial Planner or AdviserA working knowledge of complex high-net-worth casesExcellent communication and interpersonal skillsA strong understanding of financial planning principles and practices

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