About our client
An ambitious and expanding privately owned lifestyle focused financial planning business requires a Financial Planner to drive strategic growth and the delivery of quality financial planning advice.
My client is a trusted advice firm offering independent, impartial and holistic advice across financial planning, tax planning and investments to wealthy individuals, families and business owners.
- Deliver quality client centric financial planning to new and existing clients
- Contribute towards growth and commercial goals of the business
- Be integral towards decision making at leadership level
- Expand and develop introducer relations
- A well-rounded Financial Planner / Financial Adviser
- A track record or aspiration to be involved at leadership level
- Entrepreneurial outlook
- People focused creating a positive working culture
- Ideally Level 6 or progression towards
Your contact - firstname.lastname@example.org