An award-winning Chartered Wealth Manager is seeking a highly skilled and motivated Chartered Financial Planner to join its dynamic team and help it continue delivering top-tier financial planning.
You will be servicing an existing client book.
Very competitive package including uncapped on-target earnings.
It is dedicated to empowering our clients' financial futures through expert advice, personalised strategies, and unwavering commitment to its success.
Chartered Financial Planner Key Responsibilities
Client Relationship Management: Build and maintain strong, long-term relationships with clients, ensuring trust and transparency in all interactions.
Financial Planning: Develop comprehensive, tailored financial plans for clients, covering investments, retirement, tax, estate planning, and insurance solutions.
Market Analysis: Stay informed about market trends, financial products, and legislative changes to provide clients with the most relevant and effective advice.
Compliance: Ensure all financial planning activities comply with regulatory requirements and ethical standards.
Business Development: Identify opportunities to grow our client base and expand our services, contributing to the overall growth of the company.
Chartered Financial Planner Requirements
- Chartered Financial Planner (CFP) designation is essential.
- A minimum of 5 years’ experience in financial planning, and wealth management with a proven track record of success.
- Exceptional communication, analytical, and problem-solving skills, with the ability to simplify complex financial concepts for clients.
- Deep understanding of financial products, investment strategies, tax laws, and retirement planning.
- A strong commitment to acting in the best interest of clients, with a proven track record of delivering outstanding service.
Chartered Financial Planner Benefits
- Competitive Salary: Reflective of your experience and expertise. Negotiable
- Continuous learning opportunities and support for further professional qualifications.
- Flexible working arrangements and a supportive work environment.
- Be part of a collaborative, forward-thinking team dedicated to excellence.
How to Apply
If you are a dedicated Chartered Financial Planner looking to make a meaningful impact in a client-focused environment, we would love to hear from you. Please submit your CV and a cover letter detailing your experience and why you are the perfect fit for this role