Senior Financial Planner

3 weeks ago


Doncaster, Doncaster, United Kingdom Premier Jobs UK Limited Full time

Overview:

This Senior Financial Planner role in the UK provides a unique opportunity to inherit a client portfolio and take over ongoing financial planning services. The business prioritizes client retention and team harmony, creating a supportive team culture. As a Senior Financial Planner, you will have access to a client bank that typically validates your salary, providing a strong foundation to build on and motivation to identify new business opportunities.

About the Business:

The company has a 2:1 ratio of back-office support to financial planners, ensuring you have the resources needed to excel in your role. The support includes appointments booked in your diary, research undertaken, suitability reports written, and advice designed to your request. Additionally, the business has a highly efficient back-office system.

Work-Life Balance:

The business allows for home working, with the majority of advice provided via video or telephone. During the transition of clients, you may need to be present in the local office to facilitate a smooth handover.

Requirements:

  • You should be a current Financial Planner with experience in delivering quality client service.
  • You should have at least 3 years of financial planning experience.
  • You must be fully Diploma qualified in financial planning.
  • You must be enthusiastic about your profession and committed to providing exceptional client service.


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