Senior Financial Planner

ZipRecruiter; Kingston upon Thames; On-site; GBP 50,000 - 80,000; Full time

Job summary

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.

Qualifications

• Diplôme de planificateur financier avec niveau 6.
• Excellentes compétences en rédaction de rapports.
• Capacité à travailler en équipe et à soutenir les membres juniors.

Responsibilities

• Établir et renforcer des relations solides avec les clients.
• Préparer des plans financiers et des recommandations de produits.
• Effectuer des examens financiers et analyser les clients existants.

Skills

Communication

Time management

Attention to detail

Education

Chartered Financial Planner Level 6

Job description

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:

1. Establish and build strong relationships with clients.
2. Prepare Financial Plans and Product Recommendations.
3. Conduct financial reviews and analyze existing clients.

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:

• Excellent report writing skills with good attention to detail and accuracy.
• Ability to work as part of a team, mentoring and supporting junior and/or inexperienced team members.
• Effective time management skills.
• A good knowledge of financial markets and products.

A competitive salary and benefits package is on offer.