Financial Planner
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 adviceOffering 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 introductionsExperience:Candidates need to be qualified to Level 4 / Diploma / DipPFSYou 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.
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