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Chartered Financial Planner
2 months ago
Job Title: Chartered Financial Planner - Business Development
Job Type: Full-time
Location: Surrey
Job Description:
We are seeking a highly skilled and experienced Chartered Financial Planner to join our team at Financial Divisions. As a Chartered Financial Planner - Business Development, you will be responsible for managing existing clients and generating new business opportunities.
Key Responsibilities:
- Manage a portfolio of existing clients, providing holistic financial planning services and building strong relationships.
- Identify and pursue new business opportunities, leveraging your network and industry connections.
- Develop and implement strategies to increase revenue and grow the business.
- Collaborate with the Managing Director to ensure seamless client handovers and business growth.
- Stay up-to-date with industry developments, regulatory changes, and best practices in financial planning.
Requirements:
- Chartered status or working towards Chartered status with at least 3-5 years of solid advising experience.
- Proven track record of managing high-net-worth clients and generating new business opportunities.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Strong business development skills, with the ability to identify and pursue new opportunities.
- Ability to work independently and as part of a team, with a strong focus on delivering results.
What We Offer:
- Competitive basic salary of £70k-£90k, plus bonuses.
- Benefits package, including PMI and PHI.
- Opportunities for professional development and growth within the company.
- A dynamic and supportive work environment, with a focus on delivering exceptional client service.
How to Apply:
If you are a motivated and experienced Chartered Financial Planner looking for a new challenge, please get in touch with us to discuss this opportunity further.
