Financial Planner
4 weeks ago
We are seeking a skilled Financial Planner to join our team at Financial Divisions. As an Independent Financial Advisor, you will be responsible for managing a book of clients generating £400k in recurring revenue.
The ideal candidate will have the gravitas and interpersonal skills to work effectively with high-net-worth (HNW) individuals, offering a tailored, top-tier service. You will need to deliver high-quality financial advice and manage relationships with long-standing clients.
This is a fantastic opportunity for an ambitious Financial Planner to step into a trusted role with significant earning potential and a supportive, reputable firm.
Key Responsibilities:
- Manage a book of clients generating £400k in recurring revenue
- Deliver high-quality financial advice to HNW individuals
- Manage relationships with long-standing clients
- Work effectively with the firm's investment proposition
Requirements:
- Gravitas and interpersonal skills to work with HNW clients
- Ability to deliver high-quality financial advice
- Experience in managing relationships with long-standing clients
- Flexibility with hybrid working
What We Offer:
- Attractive bonus and benefits package
- Flexibility with hybrid working
- Autonomy to manage your own affairs
- Long-term career growth with a well-established firm
About Us:
Financial Divisions is a well-established wealth management firm with over 30 years of success. We offer a supportive and reputable environment for our employees to grow and develop their careers.
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