Financial Planner | UK
Job Description: We are seeking an experienced and highly motivated Financial Planner. The ideal candidate will have a proven track record of managing substantial assets and delivering outstanding financial advice. This role requires a professional with a deep understanding of financial markets, investment strategies, and wealth management.
Key Responsibilities:
- Develop and implement comprehensive financial plans for clients with a minimum of $100 million in transferable assets.
- Provide expert advice on investment opportunities, tax planning, estate planning, and risk management.
- Build and maintain strong relationships with clients, understanding their unique financial goals and needs.
- Monitor and review client's financial portfolios, making adjustments as necessary to ensure optimal performance.
- Stay up-to-date with market trends, regulatory changes, and economic developments.
Qualifications:
- Bachelor's degree in Finance, Economics, or a related field (Master's degree or CFP certification preferred).
- Proven experience managing high-net-worth clients and substantial asset portfolios.
- Strong analytic skills and attention to detail.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
Salary Range:
- £150,000 to £200,000 per annum, depending on experience and qualifications.
FAQs
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