Financial Planning Expert
3 weeks ago
A leading wealth management firm in Nottingham is seeking a highly skilled Financial Planning Expert to join their team.
The successful candidate will have responsibility for the development and subsequent management of a financial planning client base, leveraging their expertise to deliver tailored solutions and exceed targets.
The business has capacity for the new hire to inherit HNW clients, providing a supportive environment to quickly learn processes and hit the ground running by meeting with long-standing clients.
The company offers a collaborative culture that values employee success and demonstrates longevity across the team.
Key Responsibilities:
- Develop and manage a financial planning client base
- Lead business development activities aligned to the group strategy
- Deliver core Financial Planning solutions and build knowledge through client planning scenarios
Requirements:
- Chartered status (or studying towards) required
- Comprehensive understanding of core Financial Planning solutions
- Exposure to client planning scenarios
What We Offer:
- A competitive basic salary range of £85,000 - £110,000
- An annual discretionary bonus structure
- A collaborative culture that values employee success
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