Senior Wealth Manager
1 month ago
Financial Planner Opportunity
We are seeking a seasoned Financial Planner to join our team at Financial Divisions. The ideal candidate will have a background in independent wealth planning firms and experience managing complex HNW cases.
About the Role
- Manage a portion of the CEO's existing book of business, providing servicing and advisory services to high net worth clients.
- Work closely with the support team to deliver exceptional client outcomes and grow the business.
- Contribute to the development of the firm's financial planning strategies and initiatives.
Key Requirements
- Proven experience in financial planning and wealth management, with a focus on HNW clients.
- Strong analytical and problem-solving skills, with the ability to communicate complex ideas effectively.
- Excellent client relationship skills, with a focus on building trust and delivering exceptional service.
- Dedicated and proactive approach, with a willingness to learn and grow with the firm.
What We Offer
- A competitive salary of £70k-£90k, plus bonuses on new business written.
- A comprehensive benefits package and holiday allowance.
- Opportunities for professional development and career growth.
If you are a motivated and experienced Financial Planner looking for a new challenge, please get in touch.
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