Senior Financial Planner
2 days ago
Are you a motivated and ambitious individual looking for a new challenge in financial services? As a Senior Financial Planner, you will have the opportunity to work with high net worth clients, providing tailored financial planning solutions to meet their complex needs.
About the Role:
- We are seeking an experienced Financial Advisor to join our team, working closely with clients to assess their financial needs and provide holistic financial planning services.
- You will conduct product research, implement money laundering processes, and present financial recommendations to clients, ensuring exceptional service delivery.
- With a strong remuneration structure in place, you can expect a competitive salary of £75,000, rising to an achievable OTE of £150k year one, plus benefits.
About You:
- A Level 4 qualified (Diploma in Financial Planning) or higher, ideally working towards chartered status.
- Minimum 5 years' experience in an authorised financial planning role, with competent adviser status.
- Proven experience in cashflow and lifestyle planning, with excellent communication and interpersonal skills.
How to Apply:
Please contact us at Tate Recruitment to discuss this exciting opportunity and take your career to the next level.
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