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.
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