Senior Financial Planner
Reporting to: Premier & Choice Manager, Department: Planning
Prosperous Financial has an exciting opportunity for a highly proactive Senior Certified Financial Planner (CFP) who can guide clients through their financial journey, supporting them in achieving their financial goals.
Key Duties:
1. Manage client journeys for new and existing clients.
2. Onboard new clients, maintaining strong relationships throughout their journey with Prosperous Financial.
3. Employ a holistic approach to meet clients' needs, providing solutions that support their financial objectives.
4. Offer expert advice on key areas enhancing clients' financial wellbeing.
5. Service existing clients through annual reviews and ongoing communications.
Required Skills and Experience:
* Certified Financial Planner (CFP) or currently obtaining the qualification.
* Excellent knowledge of financial services, creating financial plans based on clients' goals and ambitions.
* Strong communication skills, interacting professionally with clients.
* Ability to work as part of a team, cross-functionally.
* Knowledge of WealthTrack and Voyant is a significant advantage.
Why Work with Us:
* Excellent remuneration packages.
* Attractive commission structure.
* Hybrid, flexible working model (4 days from home / 1 day in office).
* 25 days annual leave.
* Employer pension contributions up to 10%.
* Income protection / Death In Service.