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 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.