Senior Financial Planner
An exciting role is on offer for an experienced, motivated and driven, Diploma qualified Independent Financial Adviser to join our clients team to provide financial planning and advice to both new and existing clients. In this role you will manage your own support team, so management exposure will be useful. You’ll also help develop the practice.
Our client offers a full consultancy service to their business and private clients, including Accountancy and Tax, Independent Financial Advice, Business Consultancy, Corporate Finance, Human Resources, IT and Business Support.
The position will suit an Advisor with a good track record in the way of performance and quality of advice focused on client objectives.
Key Duties will include:
- Establish a high level of credibility and manage strong working relationships with clients and other members of the team Work closely with other areas of the business to provide a joint approach to our clients’ requirements and requests Attend client meetings to win new business, present recommendations, maintain client relationships and review their objectives in line with their plans Proven ability to deal with new and existing clients on a fee basis Ability to organise and prioritise own work and display self-discipline
To apply for this role you must be Diploma qualified and ideally working towards Chartered status. AF3 would be really useful but not essential.
In return our client is offering a permanent position with a range of benefits including bonus based on performance, childcare voucher scheme, cycle to work scheme and flexibility on hours for a suitable candidate and the chance to work in a friendly and ethical working environment.