Senior Financial Planner in Southampton

Senior Financial Planner in Southampton

Southampton Full-Time 49500 - 60500 £ / year (est.) No working from home possible
FRANCIS CLARK

At a Glance

  • Tasks: Provide expert financial advice and build strong client relationships.
  • Company: Dynamic financial services firm focused on client success.
  • Benefits: Attractive salary, flexible hours, and ongoing training opportunities.
  • Other info: Join a supportive team with great potential for personal and professional growth.
  • Why this job: Make a real difference in clients' financial futures while growing your career.
  • Qualifications: Experience in financial planning and excellent communication skills.

The predicted salary is between 49500 - 60500 £ per year.

Job Description In a nutshell As a Senior Financial Planner, you'll provide high-quality, compliant financial advice to a diverse portfolio of clients, helping them achieve their long-term financial goals.

You'll combine technical expertise with strong relationship-building skills, identifying new opportunities, winning new business, and contributing to the growth and success of the wider regional team.

Alongside ...

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Senior Financial Planner in Southampton employer: FRANCIS CLARK

PKF Francis Clark is an exceptional employer, offering a supportive and inclusive work culture that prioritises employee wellbeing and professional development. With a strong focus on hybrid working, mentoring opportunities, and a commitment to social responsibility as a Certified B Corp, employees can thrive in their careers while making a positive impact. The firm’s recognition as a Great Place to Work and its extensive benefits package further enhance the appeal of joining their dynamic team in the vibrant locations of Salisbury and Poole.

FRANCIS CLARK

Contact Details:

FRANCIS CLARK Recruitment Team

We think you need these skills to ace Senior Financial Planner in Southampton

Financial Planning
Compliance Knowledge
Client Relationship Management
Business Development
Technical Expertise
Opportunity Identification
Communication Skills