Job Reference: FRS60443
Job Duration:
Start date: ASAP
Description:
My client, a leading Wealth Management company, is seeking an experienced Senior Financial Planner to join their team in providing comprehensive financial planning services to their clients.Responsibilities:
* Work with existing clients.
* Foster new relationships through continuous client engagement.
* Provide professional advice and recommendations.
* Lead client meetings and presentations.
* Mentor junior staff members.
* Keep in touch with industry trends.
Qualifications:
* Bachelor's degree in finance, economics, or a related field.
* Minimum of 3-5 years of experience in financial planning, wealth management, or related field.
* Demonstrated expertise in financial planning concepts, investment strategies, and retirement planning.
* Strong analytic skills and attention to detail, with the ability to analyse complex financial scenarios and develop actionable recommendations.
Please contact Olivia Quinlanwith your most recent CV for immediate consideration or if you would like more information.
Industry: Financial Services
Salary: Competitive Salary + Plus Benefits
Salary Benefits: Competitive Salary + Plus Benefits
Vacancy Type: Permanent
Job Skills: Financial Advisor|Sales|Financial Planning
Contact Name: Olivia Quinlan
Website: -
Direct Application URL: -