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Financial Planner Vacancy

2 months ago


Eastbourne, East Sussex, United Kingdom Financial Divisions Full time

Financial Divisions is seeking a skilled Financial Planner to join our team in Sussex. As an Independent Financial Advisor, you will work with clients from various backgrounds, including sports clubs and professionals, to provide holistic financial advice.

About the Role:

  • Provide whole of market financial advice on pensions, investments, tax planning, retirement planning, inheritance tax, mortgages, and protection products.
  • Manage the financial affairs of clients with assets ranging from £100,000 to £1 million.
  • Build relationships with sports clubs and other organizations to generate new business opportunities.
  • Work with the Managing Director to develop and implement financial planning strategies.

Requirements:

  • Experience in a Private Client Wealth Management role, providing holistic financial advice.
  • Strong knowledge of financial products and services.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.

What We Offer:

  • A dynamic and supportive work environment.
  • The opportunity to work with a variety of clients and build long-term relationships.
  • Competitive salary and benefits package.

How to Apply:

If you are a motivated and experienced Financial Planner looking for a new challenge, please get in touch with us to discuss this opportunity further.