Senior Financial Planner

1 week ago


Chatham, Kent, United Kingdom Premier Jobs UK Limited Full time
Job Title: Senior Financial Planner

About the Role:
As a Senior Financial Planner, you will be responsible for providing high-quality, long-term advice to clients with assets of £200k - £500k. You will benefit from existing clients and leads, as well as the company's established infrastructure, which includes excellent back office support, proven lead support, and training and development plans.

Key Responsibilities:
- Provide financial planning advice to clients
- Review and develop client financial plans
- Grow client bank through self-generation and referrals

Requirements:
- Full Level 4 Diploma in Financial Planning or equivalent
- Experience as a Financial Advisor
- Ability to uphold ethics and put clients first

Benefits:
- Salary of £40,000 - £50,000 with Year 1 OTE of £75,000 and Year 2 OTE of £100,000+
- Car allowance and additional annual bonus upon achieving targets
- Working from the company's offices in Chatham, Kent with normal working hours

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