Exceptional Financial Planning Professional Wanted
4 weeks ago
Financial Planning Expert Wanted for Essex-based Firm
Fram Executive Search is assisting a growing Financial Planning firm in Essex in their search for an experienced financial planner. The ideal candidate will be a Chartered or close to Financial Planner, with a strong track record of managing client portfolios and developing new business.
Key Responsibilities:
- Management of an existing portfolio of high net worth clients
- Conducting in-depth reviews of clients' financial circumstances, current provision, and future goals
- Analysing information and preparing tailored financial plans for individual clients
- Provision of ongoing servicing to existing clients, including annual reviews and proactive advice
- Researching the market and providing clients with information on new and existing financial products and services
About the Role:
This is an excellent opportunity for an experienced financial adviser to take on a new challenge and join a dynamic team in Essex. The firm is independent and deals with a range of financial planning services, including cash flow planning, pension, investment, IHT and retirement planning. The ideal candidate will be able to hit the ground running and make a significant contribution to the team.
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