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Are you an experienced financial planner with a passion for helping clients achieve their financial goals? Do you thrive in a dynamic environment where you can shape and grow a business? If so, we have an exciting opportunity for you!
About My Client: They are a forward-thinking financial planning firm committed to providing comprehensive financial advice and services. Their goal is to acquire small IFA firms and build on our current offerings to create a robust, client-centered business. They pride themselves on their dedication to excellence and the ability to adapt to the ever-changing financial landscape.
Key Responsibilities:
- Onboarding of acquired client bank
- Lead and develop the financial planning team.
- Provide strategic financial advice to a diverse client base.
- Build and enhance current service offerings.
- Maintain compliance with all relevant regulations and standards.
Qualifications:
- Proven experience as a financial planner with a successful track record.
- Strong knowledge of financial planning and investment strategies.
- Excellent leadership and communication skills.
- Ability to work independently and as part of a team.
- Diploma in Financial Planning, ideally Chartered.
What They Offer:
- Competitive salary and benefits package.
- Opportunities for professional growth and development.
- A supportive and collaborative work environment.
- The chance to make a significant impact on the firm's future.
If you are ready to take on this exciting challenge and contribute to our success, we would love to hear from you!
