Job Description

Job Title: Senior Financial Planner

Location: London

Our specialist wealth management client are seeking an experienced Senior Financial Planner to join their London team. As the successful candidate, you will be responsible for providing comprehensive financial planning services to clients, including investment advice, retirement planning, estate planning, tax planning, and risk management.

Key Responsibilities:
- Develop and maintain strong relationships with clients
- Provide financial planning advice and guidance to clients
- Develop and implement financial plans that meet clients' needs and goals
- Monitor and review clients' financial plans on an ongoing basis
- Recommend investment strategies and specific investments to clients
- Assist clients with retirement planning, including evaluating retirement income needs and developing retirement income strategies
- Provide advice on estate planning, including wills, trusts, and powers of attorney
- Advise clients on tax planning strategies and work closely with their tax advisors
- Review clients' insurance needs and recommend appropriate insurance products
- Conduct regular client meetings to review progress towards goals and adjust financial plans as needed
- Stay up-to-date on industry developments and changes in regulations that may impact clients

Qualifications and Skills:
- Bachelor's degree in finance, accounting, or a related field
- Ideally be level 6 qualified, Chartered or working towards attaining this. 
- Strong analytical skills and attention to detail
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Knowledge of financial planning software and tools

If you meet the above qualifications and are looking for a challenging and rewarding career in financial planning, we encourage you to apply for this position.