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 inhouse 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 inhouse 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
QFA