Robertson Sewell is currently in the process of recruiting on behalf of a leading UK wealth management service provider. We are working on an excellent opportunity for a senior Financial Planner to join one of the most dynamic firms in this sector. Our client is one of the fastest growing investment companies across the UK and offers both fantastic career progression and earning potential. The role will revolve around advising a growing client base with financial management support, it can be based from home and will report in the Managing Partner. This is an excellent opportunity for advisers who have a network of pre-existing clients and enjoy developing their own book of business.
Demonstrable track record of previous success in advisory roles
Proven ability to source, build and maintain long term client relationships on a fee basis
Strong core product knowledge and technical skill set with effective communication skills
Diverse and robust strategies/solutions with regards financial planning – catering for more than a ‘one shoe fits all’ solution.
Relevant qualification - Diploma (Dip PFS) or equivalent