Found Description
We are currently working with a leading Wealth Management firm who are looking to hire a Senior Financial Planner to join their private clients division.
Responsibilities of this Senior Financial Planner Job:
- Liaise with Private Client Advisers to help identify suitable clients with insurance and protection needs, with a particular focus on the needs of business owner clients and clients that are engaged in succession planning
- Review detailed client financial plans prepared by members of the Financial Planning team to ensure high quality insurance and protection advice and to identify insurance needs within