Senior Financial Planner

Life and Careers

Posted 24 days ago, valid for 6 days

Kingston Upon Thames, Greater London KT1 4AS, England

Full Time

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Sonic Summary

Our client is a fast-growing financial planning and wealth management practice seeking an experienced Financial Planner in Hampton Wick/Kingston.
The ideal candidate should have a Level 6 qualification and be a senior, chartered Financial Planner with at least 5 years of experience.
The role involves taking over an existing book of clients from a retiring planner, focusing on building strong client relationships and preparing financial plans.
Candidates should possess excellent communication and report writing skills, as well as the ability to mentor junior team members.
A competitive salary and benefits package is offered for this position.

Our client is a fast-growing financial planning and wealth management practice. They are looking for an experienced Financial Planner to join them in their office in Hampton Wick/Kingston.

This role is a for a senior, chartered Financial Planner, with ideally Level 6 qualification. You will be taking on an exisiting book of clients from someone who is retiring in the next 12-18 months.

General Duties:• Establish and build strong relationships with clients.• Preparing Financial Plans and Product Recommendations.• Financial reviews and analysis of existing clients.

Who we are looking for:

The candidate has to be friendly, outgoing, meticulous and detailed oriented. You will have excellent communication skills and the ability to present concepts and recommendations in a clear and logical format using language which can be easily understood by clients.In addition, you need to have:• Excellent report writing skills with good attention to detail and accuracy.• Ability to work as part of a team, mentoring and supporting junior and/or inexperienced team members.• Effective time management.• A good knowledge of financial markets and products.

A competitive salary and benefits package is on offer.

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