Senior Financial Planner

4 weeks ago


india Elevate Partners Full time
Job Description
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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