Financial Planner

We are excited to be recruiting for our client who pride themselves on their client centric approach which involves you guiding the client along the path of their financial journey, to support them in achieving their financial goals. The individual we are seeking aligns with our clients core values and understands the importance of the holistic lifestyle financial planning approach they take. Key Responsibilities : Managing the client journey for both new and existing clients Onboard all new clients and continue to maintain strong relationships throughout their journey with Prosperous Financial Have a holistic approach to the clients needs and provide solutions that support their financial objectives Provide expert advice on a number of key areas which will enhance the clients financial wellbeing Service our existing clients through annual reviews and ongoing communications Skills And Experience : Certified Financial Planner (CFP) is essential Excellent knowledge of financial services along with the ability to create a financial plan based around the clients goals and ambitions Strong communicator with the ability to interact with clients in a professional manner Ability to work as part of a team and cross functionally Knowledge of WealthTrack and Voyant would be a significant advantage Skills : Financial Planning QFA CFP Cash Flow Modeling Benefits : Work From Home Pension Strong Annual Leave Hybrid / Flexible working