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Senior Financial Planner in Hull

1 month ago

Hessle and Hill Top, United Kingdom MI Search Full time

MI Search is seeking an experienced Senior Financial Planner to join its team in the Hull area.

About the Role

This national financial planning and investment management firm with a substantial portfolio of clients is looking for a skilled professional to manage existing client relationships, develop new business opportunities, and provide exceptional customer service.

Key Responsibilities:
  • Manage a large and established portfolio of high-net-worth clients across the UK, providing expert financial planning advice and guidance.
  • Develop and maintain strong working relationships with clients, understanding their financial goals, and creating tailored solutions to meet their needs.
  • Identify new business opportunities and expand MI Search's client base through proactive marketing, networking, and business development activities.
  • Collaborate with other senior professionals within the firm to share best practices, stay up-to-date with industry trends, and drive business growth.
Requirements:
  • A minimum of 5 years' experience in financial planning and wealth management, preferably with a reputable financial services firm.
  • Strong knowledge of financial planning principles, including tax, estate planning, pensions, and investments.
  • Excellent communication and interpersonal skills, with the ability to build trust with high-net-worth individuals.
  • A self-motivated and driven individual with a proven track record of achieving sales targets and expanding client relationships.
Benefits:
  • A competitive salary of £60,000 - £80,000 per annum, depending on experience.
  • A bonus structure that rewards outstanding performance and drives business growth.
  • Ongoing training and professional development opportunities to enhance your skills and expertise.
  • A dynamic and supportive work environment with a focus on teamwork and collaboration.
Location:

The successful candidate will be based at MI Search's office in Hessle, near Hull, with frequent travel to client meetings and business development events throughout the UK.