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Senior Financial Planner
1 month ago
We have a client centric approach which involves you guiding the client along the path of their financial journey, to support them in achieving their financial goals.
The individual we are seeking aligns with our core values and understands the importance of the holistic lifestyle financial planning approach we take.
Key Duties: Managing the client journey for both new and existing clients Onboard all new clients and continue to maintain strong relationships throughout their journey with Prosperous Financial Have a holistic approach to the clients needs and provide solutions that support their financial objectives Provide expert advice on a number of key areas which will enhance the clients financial wellbeing Service our existing clients through annual reviews and ongoing communications Skills and experience: Certified Financial Planner (CFP) or currently in the process of obtaining the qualification Excellent knowledge of financial services along with the ability to create a financial plan based around the clients goals and ambitions Strong communicator with the ability to interact with clients in a professional manner Ability to work as part of a team and cross functionally Knowledge of Wealth Track and Voyant would be a significant advantage Why work with us: Excellent remuneration package and competitive bonus structure Hybrid, flexible working model (4 days from home / 1 day in office) 25 days annual leave Employer pension contributions up to 10% Income Protection / Death In Service Recognised as a Great Place to Work 2024/2025 and a Best Workplace 2025
