Senior Financial Planner
4 weeks ago
We are currently working with a leading Wealth Management firm who are looking to hire a Senior Financial Planner. This role will sit within Private Clients and work as part of a team of in-house financial planning experts with the client’s dedicated investment adviser to drive positive outcomes for existing clients and new prospects.
Role Duties Include:
- Work with private client advisers and financial planning team in tailoring goals based financial plans solutions for clients
- Utilising their technical knowledge to identify planning solutions across the full wealth management spectrum (pensions, tax, protection and investments)
- Engaging with clients both in person and virtually from factfinding to presenting financial plans
- Becoming familiar with in-house cashflow modelling tools (full training provided) to assist in the creation of the financial plans and technical advice
Requirements
- Degree or Masters level qualification – preferably in a business, finance or accounting related discipline
- At least 2 years experience in the financial services industry
- Client facing experience is desirable
- Knowledge of or previous experience within pension, tax, and/or investment disciplines desirable.
- Exceptional interpersonal skills, listening, communication and presentation skills with a high level of empathy
Benefits
This is a great opportunity for an individual looking to continue to develop their career in Private Client Wealth Management.
For more information and to arrange a confidential conversation reach out to Aoife Stokes at
Requirements
QFA
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