Senior Financial Planner

Accountancy Divisions Limited
14 Feb 2017
14 Mar 2017
Contract Type
Full Time

Financial Divisions are currently working in conjunction with a top 10 Accountancy firm in their search for a Senior Financial Planner to join their rapidly growing Wealth Management division. The firm have carved out a strong name for themselves in the wealth management market offering exceptional levels of service to clients and exceptional career progression potential for staff members.

As Senior Financial Planner you will work closely with the firm’s clients providing a variety of products and different types of investments for clients and produce a tailored plan taking into consideration client investment, risk, return and client preferences. Clients will span across high net work individuals and corporate clients offering products such as pensions, investments, tax planning, trusts.

As Senior Financial Planner you will be a Chartered or Certified Financial Planner (Level 6) and will have strong experience working in a financial planning environment either in a wealth management firm, IFA or accountancy practice environment. For consideration for this Senior Financial Planner opportunity please send your CV to Mark Flannery at Financial Divisions

Senior Financial Planner - Top 10 Firm Southampton

£60,000 - £75,000 + bonus + bens