Senior Financial Planner for HNW Clients (Remote)

The Progeny Group Limited; City of Westminster; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

A leading financial services firm in the UK seeks a Financial Planner to manage a diverse portfolio of clients. The role requires exceptional client relationship skills and financial planning expertise, as well as experience in investment and estate planning. The ideal candidate holds a Diploma in Financial Planning, with an Advanced Diploma being desirable. This position offers a hybrid working model, competitive benefits, and a focus on high-quality client interactions.

Benefits

30 days holiday plus public holidays

Private medical insurance

Group pension scheme

Employee assistance programme

Qualifications

• Experience in building and maintaining client relationships for at least 2 years.
• Proven experience within a full range of provider products and services.
• Substantial knowledge in financial planning areas including investment and retirement planning.

Responsibilities

• Meet client demands and keep them updated on progress.
• Communicate financial plans ensuring client engagement.
• Create and maintain compliant client files.

Skills

Client-centric

Financial planning knowledge

Investment planning

Estate planning

Education

Diploma in Financial Planning

Advanced Diploma in Financial Planning

Job description

A leading financial services firm in the UK seeks a Financial Planner to manage a diverse portfolio of clients. The role requires exceptional client relationship skills and financial planning expertise, as well as experience in investment and estate planning. The ideal candidate holds a Diploma in Financial Planning, with an Advanced Diploma being desirable. This position offers a hybrid working model, competitive benefits, and a focus on high-quality client interactions.