Senior Financial Planner – Personal Financial Planning – All Regions
About the Role
An established financial services organisation is seeking an experienced Senior Financial Planner to join its Personal Financial Planning team. The business provides tailored financial advice to individuals, families and employers, helping clients achieve their long-term financial goals.
The Opportunity
In this role, you will work with individuals, families and business owners, providing comprehensive financial advice across retirement planning, investments, protection, inheritance planning and savings. You will build lasting client relationships and deliver personalised solutions to meet a range of financial needs.
Key Responsibilities
- Develop and maintain long-term client relationships through proactive engagement, regular reviews and tailored financial planning.
- Provide holistic financial advice aligned with clients’ short- and long-term objectives.
- Work closely with internal specialists to deliver effective solutions across pensions, investments and protection.
- Identify new business opportunities and generate referrals through networking and relationship development.
Requirements
- QFA qualification is essential; RPA or CFP designation would be an advantage.
- At least five years’ experience in financial planning or financial advisory.
- Strong knowledge of pensions, protection, investments and wider financial planning strategies.
- Excellent interpersonal, communication and relationship-building skills.
- Ability to work independently while contributing positively to a collaborative team.
This is an excellent opportunity for an experienced financial planning professional to develop their career while helping clients make informed decisions about their financial futures.