Senior Financial Planner Consultant
3 weeks ago
About the Role
We are seeking a highly skilled Financial Planner to join our team at JJ Search Limited.
The ideal candidate will have a strong background in Wealth Planning, with experience in providing holistic financial planning services to High Net Worth individuals.
Key Responsibilities
- Analyse clients' financial status and develop personalised strategies to meet their financial goals.
- Manage ongoing client reviews and provide innovative solutions to client issues.
- Work closely with a Senior Financial Planner to support client management and relationship building.
Requirements
- 2-5 years of client-facing experience in Wealth Planning or Financial Planning.
- Hold a Level 4 Diploma in Financial Planning.
- Strong product knowledge of EIS, VCT, and Pension.
- Ambitious and driven individual with a passion for working with Divorcee clients.
What We Offer
A dynamic and supportive work environment with opportunities for growth and development.
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