Senior Financial Planner

About the Role

Our client is seeking a highly professional and client-centric Senior Financial Planner to join their reputable financial advisory firm in Brighton . This role focuses on providing comprehensive financial planning services to individuals and families, helping them achieve their long-term financial goals. You will develop tailored strategies covering investments, retirement planning, and wealth management within the banking and finance sector. This is an excellent opportunity for a seasoned planner to build a strong client base and contribute to the success of a forward-thinking advisory practice.

Key Responsibilities

• Develop and present personalized financial plans to clients, covering investment, retirement, and protection needs.
• Conduct thorough analysis of clients' financial situations, risk tolerance, and objectives.
• Implement and monitor financial strategies, making adjustments as market conditions or client needs change.
• Stay updated on financial products, market trends, and relevant legislation affecting wealth management .
• Cultivate and maintain strong, long-term relationships with a diverse client portfolio.

Requirements

• Relevant professional qualification, such as CII Diploma in Financial Planning or equivalent.
• A minimum of 5 years' experience in providing holistic financial planning advice.
• Proven track record of managing client relationships and growing a client portfolio.
• In-depth knowledge of investment products, pensions, and tax-efficient planning strategies.
• Excellent communication, interpersonal, and client management skills are essential.

Benefits

• Competitive salary and a generous commission/bonus structure based on client acquisition and asset growth.
• Comprehensive benefits package, including private healthcare and life cover.
• Flexible hybrid working arrangements to balance work and life in Brighton .
• Opportunities for further professional development and specialized qualifications.
• A collaborative and supportive team environment focused on client success and ethical advice.