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Senior Financial Advisers Required for Financial Divisions
2 months ago
We are seeking several experienced Financial Planners to join our team at Financial Divisions. As a Financial Planner, you will be responsible for managing existing client portfolios and providing expert advice on pensions, investments, tax, and retirement planning.
Key Responsibilities:
- Manage existing client portfolios and provide expert advice on complex HNW cases
- Support clients across pensions, investments, tax, and retirement planning, including VCT and EIS schemes and protection
- Provide cashflow modelling and other financial planning services
- Work closely with our operations team to ensure a smooth delivery of services
What We Offer:
- Full admin and paraplanning support provided
- Opportunities for self-employed or employed basis with competitive remuneration
- Bonuses on both initial fees and ongoing fees
- Study support and mentorship for personal and professional development
About Us:
Financial Divisions is an award-winning business that places great importance on supporting every client through their journey. We are committed to providing exceptional service and expertise to our clients, and we are seeking like-minded individuals to join our team.
