
Chief Financial Planner
6 days ago
This role is a vital part of our growing financial planning team. We're seeking an experienced lead to manage a portfolio of high-net-worth clients, providing expert financial planning services including estate planning, investment strategies, and risk management.
About the Role- We're looking for someone with excellent interpersonal, communication, and leadership skills to drive both team and business growth.
- A minimum of a bachelor's degree in finance, economics, or a related field is required.
- The ideal candidate will have proven leadership experience in financial advisory or wealth management.
- Manage and expand a personal portfolio of high-net-worth clients.
- Develop and implement best practices for financial planning and advisory services within the team.
- Conduct regular one-on-one meetings to set objectives, review performance, and provide coaching to improve client service and revenue generation.
- A comprehensive private healthcare plan.
- Lifestyle discounts for well-known brands.
- Opportunity for hybrid working.
We value a collaborative and accountable team culture focused on excellence. Our People First culture illustrates our commitment to your wellbeing and development.
At our organization, you'll find a dynamic, fast-paced environment where you can grow and develop as a professional. Join us and contribute to making a real difference.
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