Job Description
We are pleased to be working with a rapidly expanding regional financial planning firm who currently require a Financial Planner / Independent Financial Advisor to join their team to provide expert advice to their existing portfolio of HNW and Corporate clients.
Responsibilities:
* Maintaining and developing an existing portfolio of clients providing high quality advice
* Offering holistic financial planning across wealth management, family protection, tax and retirement planning and property finance.
* Working with partnership firms, including an accountancy practice, regarding client introductions
Experience:
* Candidates need to be qualified to Level 4 / Diploma / DipPFS
* You will have proven experience of providing independent holistic financial planning.
* Excellent presentation, verbal and written communication skills are essential.
* Strong technical knowledge of the financial planning process
In return, candidates can expect to receive a competitive basic salary, bonus and benefits.