Senior Financial Planner
Reporting to Premier & Choice Manager, this role is part of the Planning Department at Prosperous Financial.
Key Responsibilities:
* Manage client journeys for both new and existing clients
* Onboard new clients and maintain strong relationships throughout their journey with Prosperous Financial
* Provide expert advice on key areas enhancing clients' financial wellbeing
Requirements:
* Certified Financial Planner (CFP) or in process of obtaining qualification
* Excellent knowledge of financial services and ability to create personalized financial plans
* Strong communication skills and professional interaction with clients
* Ability to work as part of a team and cross-functionally
* Knowledge of Wealth Track and Voyant advantageous
Why Choose Us:
* Competitive remuneration packages
* Attractive commission structure
* Hybrid, flexible working model
* 25 days annual leave
* Employer pension contributions up to 10%
* Income protection and Death In Service benefits