HNW Retirement Advisor
3 days ago
We are looking for an experienced Financial Planner to join our team at Financial Divisions. This is an exciting opportunity to take your career to the next level and work with a leading wealth planning firm. As a Financial Planner, you will be responsible for managing a portfolio of HNW clients and providing personalized financial advice.
About the Role
The successful candidate will have 2+ years of experience in financial planning and a strong understanding of pensions, investments, tax planning, and retirement planning. They will also possess excellent communication and interpersonal skills, enabling them to build strong relationships with clients and colleagues alike.
Responsibilities
- Develop and implement financial plans for HNW clients
- Provide ongoing advice and support to clients
- Identify opportunities to generate new business through referrals and recommendations
What We Offer
- Competitive salary and bonus structure
- Attractive benefits package and holiday allowance
- Opportunity to work with a dynamic and growing company
Requirements
- 2+ years of experience in financial planning
- Strong understanding of pensions, investments, tax planning, and retirement planning
- Excellent communication and interpersonal skills
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