We are seeking a seasoned financial expert to lead our team of consultants. The ideal candidate will have extensive experience in delivering high-quality financial planning advice to individuals.
Key Responsibilities:
* Deliver expert financial planning advice to individual clients, including pensions, investments, and wealth management
* B-build and manage a strong portfolio of individual clients
* S-support the delivery of member services for corporate clients
The successful candidate will be qualified as CFP (Certified Financial Planner) or working towards it. They should have at least 10 years of experience in individual financial planning and possess exceptional relationship management skills.
A client-first mindset is essential, with the ability to build long-term client trust. We are looking for someone who can meet commercial/financial targets while demonstrating excellent business development capabilities.