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Senior Financial Planner

2 months ago

Epsom, Surrey, United Kingdom Financial Divisions Full time

Job Title: Senior Financial Planner

Job Type: Full-time

Industry: Financial Services

Company: Financial Divisions

Location: Remote (with occasional travel to client sites)

Job Description:

We are seeking an experienced Senior Financial Planner to join our team at Financial Divisions. As a Senior Financial Planner, you will be responsible for managing a portfolio of high net worth (HNW) clients, providing expert financial advice and guidance to help them achieve their financial goals.

Key Responsibilities:

  • Manage a portfolio of HNW clients, providing regular financial reviews and advice to ensure their financial goals are met
  • Develop and implement comprehensive financial plans for clients, taking into account their individual circumstances and goals
  • Provide expert advice on investments, pensions, tax planning, and other financial matters
  • Work closely with clients to understand their financial needs and goals, and provide tailored solutions to meet those needs
  • Collaborate with other members of the Financial Divisions team to ensure seamless delivery of services to clients

Requirements:

  • Minimum 5 years of experience in financial planning, with a focus on HNW clients
  • Strong knowledge of financial planning principles, including investments, pensions, and tax planning
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients
  • Ability to work independently and as part of a team, with a strong focus on delivering high-quality results
  • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and provide clear recommendations

What We Offer:

  • Competitive salary and bonus structure
  • Opportunities for professional development and growth
  • Collaborative and dynamic work environment
  • Flexible working arrangements, with the option to work from home

How to Apply:

If you are a motivated and experienced financial planner looking for a new challenge, please submit your application, including your resume and a cover letter outlining your experience and qualifications.