Financial Planner Senior Role

 

Work with like minded professionals

Attractive base + unlimited earning potential

If you are looking to step outside the world of transactional planning, and start building long-term relationships, then this is the role for you!!

In this role, you will be provided with a pre-established internal referral source of medium to HNW clients, and a sizeable book to inherit.  Your role will be to build and strengthen existing relationships, whilst always looking at opportunities to offer greater service, and develop new areas of revenue.

The Company:

A national financial planning business with unsurpassed infrastructure and support.

One of the pioneers of Fee for Service advice to HNW clients.

New clients sourced from existing clients and existing corporate referrals.

Growing business nationally, offering ????? ????? opportunities.

Your Duties:

• To strengthen existing client relations by offering ????? ????? of advice and service that meet their specific needs.
• To increase FUM, by proactively offering ????? ?????' solutions and products in response to legislative and product changes that meet their needs, and looking for new opportunities to up-sell.
• Regularly carry out client reviews.
• Participate in and attend client seminars.

Your Experience:

• CFP/DFP qualifications
• Minimum of 3 years experience providing financial advice.
• Corporate presentation and communication.
• Proven skill set with regards to business development and client retention.

Please contact ????? ????? from Charterhouse on (??) ???? ???? for further information, or email your resume to  ???@???.???