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Une pratique de planification financière et de gestion de patrimoine en pleine croissance recherche un planificateur financier senior pour rejoindre son bureau à Hampton Wick/Kingston. Ce rôle impliquera la gestion d'un portefeuille de clients existants tout en établissant de nouvelles relations avec les clients, garantissant un service de qualité et des recommandations financières précises.
Job Description
Our client is a fast-growing financial planning and wealth management practice. They are looking for an experienced Financial Planner to join their office in Hampton Wick/Kingston.
This role is for a senior, chartered Financial Planner, ideally with Level 6 qualification. You will be taking on an existing book of clients from someone who is retiring in the next 12-18 months.
General Duties:
Who we are looking for:
The candidate should be friendly, outgoing, meticulous, and detail-oriented. You will have excellent communication skills and the ability to present concepts and recommendations clearly and logically, in a manner easily understood by clients. Additionally, you need to have:
A competitive salary and benefits package is on offer.