Job Description
Senior Financial Planner Leicester An established and performing client bank Significant AUM High basic salary and bonuses We are working with an established, highly regarded independent financial planning business looking to appoint an experienced Financial Planner to join its advisory team in Leicester. This is a stand out opportunity for a Financial Planner to take responsibility for a substantial existing client bank, with considerable assets under management, providing an immediate platform to generate further income and develop existing relationships. You''ll benefit from an established portfolio, dedicated administrative/paraplanning, operational support and the opportunity to focus on delivering quality financial planning. The Opportunity You''ll take ownership of an established client bank, conducting regular annual reviews, identifying wider financial planning requirements, generating new advice and converting further opportunities. With an experienced support team, you''ll have the time and resources to concentrate on your clients. What We''re Looking For We''re keen to speak with Financial Planners who can demonstrate: At least 3 years'' experience providing regulated financial advice across wealth management CAS and SPS A proven track record of maintaining clients, as well as the ability to generate new advice business. Strong commercial awareness and the ability to identify opportunities within an existing client bank. Excellent technical knowledge across ..... full job details .....