Senior Financial Planner
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What you'll do
- Inheriting and developing an existing client bank
- Focusing on client relationships and high-quality advice delivery
- Collaborating with paraplanning and client services teams
- Managing a client bank of circa £60 Mil AUM across 110 households
- Attending the Truro office from time to time for collaboration and meeting clients locally as required
What they're looking for
- Experienced adviser with background in financial planning and advice delivery
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
We are now looking for a Senior Financial Planner to join our Truro office, inheriting and developing an existing client bank. This role offers a strong platform for an experienced adviser to focus on client relationships and high-quality advice delivery, with support from paraplanning and client services teams.
This role will see you inheriting a client bank of circa £60 Mil AUM across 110 households.
The role is remote, but with the expectation to attend the Truro office from time to time for collaboration. and meeting clients locally as required
Company
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