Senior Financial Planner Consultant

3 weeks ago


London, Greater London, United Kingdom JJ SEARCH LIMITED Full time

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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