Senior Financial Planner -

Our client is a Chartered boutique IFA who are multi-award winning and continuing their growth plans by looking to add an experienced, Chartered Financial Advisor to their team. You will have 3+ years of financial planning experience advising clients and have experience of winning new business and established introducer relationships. The Financial Planner will also be involved in making investment management decisions. Developing and maintaining Client relationships to help maintain business flow and meet agreed KPI’s • Developing and maintaining internal relationships to help maintain business flow and meet agreed targets • Promoting the profile of the business within the profession and wider communities • Providing financial information and advice to Clients, appropriate to their individual needs • Continuous professional development to meet regulatory requirements and personal development needs •