Senior Financial Advisor / Financial Planner
Our client, a reputable and well-established Wealth Brokerage offering independent Financial Planning advice, is seeking an experienced Senior Financial Advisor / Financial Planner to join their highly professional and qualified team.
This successful applicant will inherit an impressive client book of Pension and Investment clients, along with access to members of multiple Group Pension Schemes.
Responsibilities
Developing relations with individual clients, providing regulatory Financial Review meetings and offering them impartial financial advice
Providing continuous support and advice for existing book clients on a yearly basis
Working with the administration team to ensure all information is provided to the client in a timely fashion
Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy
Qualifications
3+ years in a similar Financial Planning position
Experienced and confident dealing with professional clients such as Business Owners and C‑Suite individuals
QFA & RPA (CFP or progression towards same would be looked upon highly)
Strong understanding of the pensions and investment market
Excellent interpersonal skills
Proven ability to meet targets
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Sales and Strategy/Planning
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