Our client is a fast-growing financial planning and wealth management practice. They are looking for an experienced Financial Planner to join them in their office in Hampton Wick/Kingston.
This role is a for a senior, chartered Financial Planner, with ideally Level 6 qualification. You will be taking on an exisiting book of clients from someone who is retiring in the next 12-18 months.
General Duties:• Establish and build strong relationships with clients.• Preparing Financial Plans and Product Recommendations.• Financial reviews and analysis of existing clients.
Who we are looking for:
The candidate has to be friendly, outgoing, meticulous and detailed oriented. You will have excellent communication skills and the ability to present concepts and recommendations in a clear and logical format using language which can be easily understood by clients.In addition, 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.• A good knowledge of financial markets and products.
A competitive salary and benefits package is on offer.
...