Senior Financial Planner

5 days ago


Worthing, West Sussex, United Kingdom CV-Library Full time

Join CV-Library as a Senior Financial Planner and help our clients achieve their financial goals by providing expert advice and guidance.

About the Role:
  • Build and maintain strong client relationships, ensuring high levels of customer satisfaction.
  • Conduct thorough financial assessments to identify areas for improvement and develop tailored solutions.
  • Work closely with clients to understand their financial needs and develop comprehensive financial plans.
What We're Looking For:
  • Qualified or Chartered Financial Adviser qualification with significant industry experience.
  • Able to communicate complex financial information effectively to clients.
  • Self-motivated, with a strong focus on delivering exceptional customer service.
Benefits:

A competitive salary and benefits package

Salary:

£60,000 - £80,000 per annum (estimated)



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