Job Details
Job description
My client is seeking an experienced Senior Financial Planner to join their growing team.
You will become the trusted Adviser for a group of HNW/UHNW clients with complex financial needs, who expect an exceptional level of service.
This will be met through regular review meetings and proactive contact with clients, their families and the other professionals who advise them.
You will be working with a team of Technicians and Administrators who will support you in providing this service. You will play a significant role in steadily growing our client group, primarily through building a network of professionals around you and providing a service which exceeds the expectations of clients.
The business regularly receives referrals through existing clients and the focus is client service therefore, whilst beneficial, a predominant business development background is not essential.
