Senior Financial Planner

Overview:

My client is currently seeking a skilled and motivated Senior Financial Planner to join their team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients managing and growing their portfolios and contributing to the overall success of the financial services division.

Responsibilities:

Conduct comprehensive financial assessments for clients to understand their needs goals and risk tolerance.

Provide tailored financial advice and recommend suitable investment strategies products and services.

Manage and nurture client relationships to ensure satisfaction and retention.

Develop a deep understanding of financial markets products and industry trends to stay informed and offer informed advice.

Utilize a combination of warm leads cold leads and SelfGenerated Market Fund (SMF) leads to maximize client acquisition.

Effectively communicate complex financial concepts to clients in a clear and understandable manner.

Collaborate with the team to achieve overall business objectives and contribute to a positive working environment.

Keep abreast of industry regulations and compliance standards.

Qualifications:

Proven experience as a Financial Advisor in the UK financial market.

Relevant financial qualifications (e.g. CISI CII or equivalent).

Strong understanding of financial products investment strategies and market trends.

Excellent interpersonal and communication skills.

Selfmotivated and targetdriven.

Existing client portfolio or ability to build and maintain one.

Remuneration:

50000 basic salary.

25% fee split on warm leads.

35% fee split on cold leads.

10% fee split on SelfGenerated Market Fund (SMF) leads.

OTE of 100000 and above.

Additional Information:

Bank of clients will be provided.

Opportunities for enhanced commission splits on SelfGenerated Market Fund (SMF) leads when bringing in own clients.

If you are a dedicated and experienced Financial Advisor looking for an exciting opportunity to grow your career please submit your application with a detailed resume and cover letter. My client looks forward to welcoming the newest member to their dynamic team.

50000 basic salary.

OTE of 100000 and above.

Remote Work :

No