Chartered Financial Planner
Posted Today by
Fram Search
New
- £50-80k plus bonus
- East Anglia - covering Ipswich and Suffolk
- Great flexibility, excellent pension, and other benefits
They are looking for candidate who can :
- Management of an existing portfolio of wealthy clients
- Conducting in-depth reviews of clients' financial circumstances, current provision, and future aims
- Analysing information and preparing plans best suited to individual clients' requirements
- Provision of ongoing servicing to existing clients as per our service proposition, including annual reviews and servicing.
- Researching the marketplace and providing clients with information on new and existing products and services
- Assisting clients to make informed decisions.
- Network with professional partners and introducers to identify private clients and high net-worth opportunities.
- Reviewing and responding to clients changing needs and financial circumstances
- Generation of new business opportunities.
Reference: 53102928
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