Highly Motivated Senior Financial Planner Wanted
* Skillful financial planner with QFA qualification and 5+ years of experience in a financial planning or advisory role
About This Role
We're looking for a skilled senior financial planner to join our team. You'll work with individuals, families, and business owners providing expert advice across retirement planning, investment strategies, protection, inheritance planning, and savings.
Key Responsibilities:
* BUILD AND MAINTAIN LONG-TERM CLIENT RELATIONSHIPS THROUGH PROACTIVE FINANCIAL REVIEWS AND PERSONALISED PLANNING
* DELIVER HOLISTIC FINANCIAL ADVICE TAILORED TO CLIENTS SHORT- AND LONG-TERM GOALS
* COLLABORATE WITH INTERNAL SPECIALISTS TO ENSURE THE BEST OUTCOMES ACROSS PENSIONS, INVESTMENTS, AND PROTECTION
The Ideal Candidate
* Exceptional interpersonal and communication skills
* Ability to work independently while contributing to a collaborative team
Why Work With Us?
* Competitive salary and bonus structure
* Employer pension contributions
* Volunteer days
* Paid access to educational courses and certifications
BENEFITS
* Group Life Assurance
* Study Assistance
* Laptop
* Pension Fund Performance Bonus
* Mobile Phone Meal Allowance/Canteen