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Senior Financial Planner

2 months ago

Leatherhead, Surrey, United Kingdom Financial Divisions Full time
Job Description

Job Title: Senior Financial Planner

Job Type: Full-time

Industry: Financial Services

Company: Financial Divisions

Location: Remote (with occasional office visits)

Job Summary:

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 planning and advice to help them achieve their financial goals.

Key Responsibilities:

  • Manage a portfolio of HNW clients, providing financial planning and advice to help them achieve their financial goals
  • Conduct thorough financial assessments and create personalized financial plans for clients
  • Develop and maintain strong relationships with clients, understanding their financial needs and goals
  • Stay up-to-date with industry developments and regulatory changes, ensuring compliance with all relevant laws and regulations
  • Collaborate with internal teams, including paraplanners and administrators, to ensure seamless delivery of services to clients

Requirements:

  • Minimum 5 years of experience in financial planning and wealth management
  • Strong knowledge of financial planning principles, tax planning, and investment management
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
  • Ability to work independently and as part of a team, with a strong attention to detail and organizational skills
  • Professional certifications, such as CFP or Chartered Financial Planner, are highly desirable

What We Offer:

  • Competitive salary and bonus structure
  • Opportunities for professional development and career growth
  • Collaborative and dynamic work environment
  • Flexible working arrangements, including remote work options