Financial Planner | Permanent | Hybrid (Flexible)
We have an exciting opportunity for an ambitious, highly proactive Senior Certified Financial Planner (CFP).
The role focuses on guiding clients through their financial journey, supporting them in achieving their long-term financial goals. Our client is looking for an ambitious Financial Planner that understands the importance of a holistic lifestyle financial planning approach.
Key Responsibilities
1. Manage the client journey for both new and existing clients.
2. Onboard new clients and maintain strong, long-term relationships.
3. Take a holistic approach to financial planning, providing solutions that align with clients' financial objectives.
4. Offer expert advice across key financial areas to enhance clients’ financial well-being.
5. Conduct annual reviews and maintain ongoing client communication.
Skills & Experience
1. Certified Financial Planner (CFP) designation is essential.
2. Excellent knowledge of financial services and the ability to develop financial plans based on clients' goals and ambitions.
3. Strong communication skills with a professional and client-focused approach.
4. Ability to work collaboratively within a team and cross-functionally.
5. Experience with WealthTrack and Voyant would be a significant advantage.
This is an exciting opportunity for a dedicated Financial Planner to make a real impact in clients' lives while growing within a supportive and dynamic environment.
Apply now to take the next step in your financial planning career!
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