Senior Financial Advisor
24 hours ago
Financial Planning Consultant
Join Handelsbanken Wealth & Asset Management as a Financial Planning Consultant and contribute to the delivery of high-quality financial planning services to our discerning clients.
In this role, you will collaborate with experienced professionals to develop and implement comprehensive financial plans that meet the unique needs of each client.
Main Responsibilities:- Develop and maintain strong relationships with existing clients.
- Collaborate with Client Directors and Associates to design and deliver tailored financial planning solutions.
- Stay up-to-date with industry developments and emerging trends to ensure best-in-class services.
- Liaise with internal teams to ensure seamless delivery of services.
- Contribute to the development and mentoring of junior colleagues.
- Level 4 qualification in Financial Planning/Regulated Financial Planning.
- Experience working with High Net Worth individuals and families.
- Excellent written and verbal communication skills.
Salary: £70,000 - £90,000 per annum, dependent on experience.
Benefits:
- Private Medical
- Generous Employer Pension Contributions
- Discretionary Profit Sharing Plan
Location: London, Tunbridge Wells, or Manchester
Job Type: Full-time
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