Senior Financial Planner
6 days ago
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 RoleWe'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
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.
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