Financial Planner | Permanent | Hybrid (Flexible)
We have an exciting opportunity for a highly proactive Senior Certified Financial Planner (CFP) to guide clients through their financial journey, supporting them in achieving their long-term financial goals.
About the Role
We are seeking an ambitious Financial Planner that understands the importance of a holistic lifestyle financial planning approach.
Key Responsibilities
* Manage the client journey for both new and existing clients.
* Onboard new clients and maintain strong, long-term relationships.
* Take a holistic approach to financial planning, providing solutions that align with clients' financial objectives.
* Offer expert advice across key financial areas to enhance clients' financial well-being.
* Conduct annual reviews and maintain ongoing client communication.
Requirements
* Certified Financial Planner (CFP) designation is essential.
* Excellent knowledge of financial services and the ability to develop financial plans based on clients' goals and ambitions.
* Strong communication skills with a professional and client-focused approach.
* Ability to work collaboratively within a team and cross-functionally.
* Experience with Wealth Track and Voyant would be a significant advantage.
Your Future with Morgan McKinley
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.