Senior Financial Planner for High-Net-Worth Clients (Fee-Based)

Asset Recruit; Shaftesbury; On-site; GBP 50,000 - 95,000; Full time

Job summary

A well-established Financial Planning firm in Shaftesbury seeks Financial Planners to manage a client portfolio and support the MD. Candidates must hold a Level 4 Diploma in Financial Planning and have at least 3 years in financial advisory roles, focusing on high net worth clients. This role involves developing new business opportunities and providing comprehensive financial plans. Competitive compensation based on client base and achieved business fees will be offered.

Qualifications

• Minimum of Level 4 Diploma in Financial Planning required.
• At least 3 years of experience in financial advisory role.
• Experience in a fee-charging practice preferable.

Responsibilities

• Manage and develop the firm's client portfolio.
• Seek and develop new business opportunities.
• Provide strategic advice across financial products.

Skills

Experience with high net worth clients

Client relationship development

Financial planning expertise

Education

Level 4 Diploma in Financial Planning

Job description

A well-established Financial Planning firm in Shaftesbury seeks Financial Planners to manage a client portfolio and support the MD. Candidates must hold a Level 4 Diploma in Financial Planning and have at least 3 years in financial advisory roles, focusing on high net worth clients. This role involves developing new business opportunities and providing comprehensive financial plans. Competitive compensation based on client base and achieved business fees will be offered.