Expert Financial Planner Opportunity
A leading firm is seeking an accomplished financial planner to deliver expert advice on pensions, investments, and wealth management.
About the Role
The ideal candidate will possess a deep understanding of financial products and exceptional relationship management skills, with a client-first mindset focused on delivering outstanding solutions.
Key Responsibilities:
* Provide in-depth financial planning guidance to individual clients.
* Build and manage a strong portfolio of clients.
* Support corporate client services.
* Achieve commercial and financial targets.
* Mentor junior team members.
Requirements:
* CFP qualified or working towards certification.
* Minimum 3 years in individual financial planning.
* Proficiency in financial, pension, and investment products.
* Exceptional interpersonal skills for building long-term client relationships.
* A client-centric approach to delivering top-notch financial solutions.
* A collaborative work ethic, willing to support junior colleagues.
Why Choose This Opportunity?
This role offers a dynamic work environment, opportunities for growth and development, and a chance to make a real impact in financial planning.