Senior Financial Planner

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.