
Strategic Financial Solutions Expert
4 days ago
We are seeking an experienced Senior Certified Financial Planner to join our team. As a key member of our financial planning department, you will play a critical role in empowering individuals and households to make confident, informed financial decisions.
About UsOur approach blends expert advice with personalized planning across pensions, investments, mortgages, and succession strategies. We pride ourselves on clarity, integrity, and a deep commitment to long-term relationships.
The RoleThis is a senior-level position that involves managing the client journey for both new and existing clients. You will be responsible for onboarding all new clients and maintaining strong relationships throughout their journey with us.
Key Responsibilities:- Develop holistic solutions that support clients' financial objectives.
- Provide expert advice on key areas to enhance clients' financial wellbeing.
- Service existing clients through annual reviews and ongoing communications.
- Certified Financial Planner (CFP) qualification is essential.
- Excellent knowledge of financial services and ability to create financial plans based on clients' goals and ambitions.
- Strong communication skills and ability to interact with clients in a professional manner.
- Ability to work as part of a team and cross-functionally.
- Competitive remuneration package and commission structure.
- Hybrid, flexible working model.
- 25 days annual leave.
- Employer pension contributions up to 10%.
- Income Protection/Death in Service.
- Recognized as a Great Place to Work and Best Workplace.
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