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Senior Financial Planner

1 month ago

Leeds, Leeds, United Kingdom Interactive Investor Full time

At Interactive Investor, we're passionate about helping our clients achieve their financial goals. Our Senior Financial Planners play a vital role in delivering exceptional client experiences and driving business growth.

About the Role

We're seeking an experienced Senior Financial Planner to join our team. As a key member of our Regional Business plan, you'll be responsible for managing a smaller portfolio of clients with complex needs while building their portfolios and delivering high-quality financial planning services.

Key responsibilities include:

  • Managing client relationships and delivering tailored financial planning solutions
  • Targeting new clients and growing our presence in the market
  • Staying up-to-date with industry trends and developments
  • Collaborating with our para-planning function to research and analyze technical reports
  • Identifying opportunities for improvement and implementing changes
Requirements

To succeed in this role, you'll need:

  • Proven experience in handling high-value clients with complex needs
  • Strong knowledge of financial planning and market trends
  • Excellent communication and influencing skills
  • A well-developed professional network and strong business development activity
  • A Level 4 qualification, progressing to Level L6

In exchange for your expertise, we offer a competitive salary of £60,000 - £80,000 per annum, depending on experience, plus benefits.