Senior Financial Planner
4 weeks ago
Job Title: Senior Financial Planner
About the Role:
We are seeking a highly skilled Senior Financial Planner to join our team at JJ SEARCH LIMITED. As a Senior Financial Planner, you will work closely with a Senior Financial Planner who has a big client book, and require support to manage clients and continue to build relationships.
About the Client:
Our client is a highly successful and ambitious Investment Management and Wealth Management firm. They are looking for a Senior Financial Planner who can provide solid financial advice and wealth planning services to their HNW clients.
About the Role:
The Senior Financial Planner will have an idea of the complex products of the Financial Planning spectrum such as EIS, VCT, and Pension input calculations. They will confidently analyse clients' financial status and help develop personalised strategies to best meet the HNW clients' financial goals, providing the best tailored advice.
About the Candidate:
We are looking for a Senior Financial Planner with 2-5 years Client facing experience within Wealth Planning / Financial Planning. The ideal candidate will hold a Level 4 Diploma in Financial Planning and have a broad Financial Planning product knowledge such as EIS, VCT, and Pension. They will also have strong experience in an advisory or technical role gained within a financial advisory firm.
What We Offer:
We offer a competitive salary and a dynamic work environment. If you are a motivated and driven individual who is passionate about Financial Planning, we encourage you to apply for this exciting opportunity.
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