Senior Financial Planner

• 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