Financial Planner Vacancy
6 days ago
Job Title: Financial Planner Vacancy - Sussex Sports Clubs
About the Role:
We are seeking a highly skilled Financial Planner to join our team at Financial Divisions, a leading Independent Financial Advice firm based in Sussex. As a Financial Planner, you will work closely with our Managing Director to build relationships with sports clubs across Sussex, generating new business and providing holistic financial advice to clients.
Key Responsibilities:
- Provide whole of market advice on Pensions, Investments, Tax Planning, retirement planning, IHT, Mortgages, and some Protections, Wills, Trusts, and Powers of Attorney.
- Manage the affairs of clients with assets ranging from £100k to £1m to invest.
- Build relationships with sports clubs across Sussex to generate new business and receive warm leads, recommendations, and referrals.
- Work with clients from various backgrounds, including City professionals, families, accumulators, and SME owners.
Requirements:
- Experience in a Private Client Wealth Management role, providing holistic financial advice.
- Ability to work independently and as part of a team.
- Strong communication and interpersonal skills.
- Ability to live within the Surrey and Sussex areas.
What We Offer:
As a Financial Planner at Financial Divisions, you will have the opportunity to work with a dynamic and experienced team, providing high-quality financial advice to clients. We offer a competitive salary and benefits package, as well as opportunities for professional development and growth.
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