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Senior financial planning consultant

Waterford
Abrivia
Planning consultant
Posted: 11 December
Offer description

Senior Financial Planning Consultant, South East An excellent opportunity has arisen for a Senior Financial Planning Consultant to join a leading firm in the South East. In this role, you will manage a team of experienced consultants within an established and growing Financial Planning function. You will provide specialist financial planning advice to individual clients, with a focus on retirement planning, investments, and overall financial wellbeing. Alongside delivering client-centric advice, you will develop and grow a portfolio of individual clients and support the delivery of member services into corporate clients, reporting directly to the Head of Financial Planning. Key Responsibilities: Strong experience in delivering financial planning advice to individuals Deliver expert financial planning advice to individual clients, including pensions, investments, and wealth management. Build and manage a strong portfolio of individual clients. Support the delivery of member services for corporate clients. Work towards and exceed commercial and financial targets. Contribute to the development and mentorship of junior team members. You will have: CFP (Certified Financial Planner) qualified or working towards. Minimum of 10 years experience in individual financial planning. A deep understanding of financial, pension, and investment products. Exceptional relationship management skills, with the ability to build long-term client trust. Demonstrate a track record in meeting commercial/financial targets and be a self-starter with a strong business development capability. A client-first mindset, focused on delivering outstanding financial solutions. A strong team ethos, with a willingness to support and mentor junior colleagues. For more information on this role please feel free to call contact Honor. All applications are in strictest of confidence. Skills: CFP Pensions Wealth Investments Planning Waterford Benefits: Excellent Benefit Package

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