Financial Divisions in Berkshire is seeking a Senior Financial Planner to manage an existing client bank of 30–40 clients and to grow the book further. The role involves advising on pensions, investments, retirement planning, and tax strategies for HNW clients across Berkshire and Wiltshire.
The successful candidate will work with platforms like Fidelity, Aviva, Royal London and Prudential, with a competitive basic salary up to £100k and long-term incentive schemes.
#J-18808-LjbffrSenior Financial Planner - Hybrid, Manage 30-40 Clients employer: Financial Divisions
Join a dynamic team as a Paraplanner, where you will benefit from a clear pathway to becoming a Financial Adviser, with competitive salaries and comprehensive training. Our supportive work culture fosters professional growth and collaboration, ensuring that you are well-equipped to excel in your career while enjoying a rewarding work-life balance.
