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Highly regarded Private Bank is seeking to recruit a well-presented, articulate Senior Financial Planner. Working with UHNWI the successful candidate will have proven Private Client experience, with a focus on advice rather than products. The specific areas will include Retirement, Inheritance and Protection Planning, Savings, Investments and tax planning. The role will involve meeting and fact finding customers and providing them with fee based independent financial advice - it is essential that candidates know how to identify cross selling opportunities. As the Senior Financial Planner you will also be responsible for overseeing and developing a team of Para Planners and Financial Planning Administrators. To be considered for this exceptional opportunity, applicants must have:
- Sound knowledge of financial matters, UK / Global economy and financial products
- Proven ability to generate new business
- A strong networking ability
- Excellent communication and presentation skills
Self motivation and a strong customer focus are essential to this role. Candidates must be educated to degree level (or the equivalent) and hold a minimum of RDR compliant qualification and Charted Financial Planner status. ATT qualifications would be ideal.
This vacancy is being advertised by Montpellier Resourcing Limited. The services advertised by Montpellier Resourcing Limited are those of an Employment Agency.