The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with significant client facing experience, ready to take ownership of an established portfolio of frequently complex, HNW clients, providing fully holistic, independent lifestyle financial planning.
The Person: The successful Financial Planner (Financial Advisor, Financial Adviser, Senior Paraplanner) will be a warm relationship builder who is service orientated and capable of analysing and addressing clients' financial needs and goals.
Financial Planner, The Role: I am recruiting a Financial Planner on behalf of Yellowtail, a leading Financial Planning firm based in beautiful offices in Exeter (EX1).
Our reputable client, based in Canary Wharf, is seeking a motivated Financial Planner to join their expanding Private Client Advice group.
This hybrid role involves providing in-person, telephone, and written financial advice to existing clients, making it a diverse and dynamic position within a growing team.
General
Working Arrangement: hybrid, 5 days per week Monday to Friday.
As a Financial Planner, you will be responsible for developing and managing client relationships, analysing financial information, and creating strategies tailored to individual needs.
Our client is seeking an experienced and dedicated Financial Planner to join their successful team that provide holistic advice to a large, established book of niche clients.
This role involves delivering expert financial planning advice to this niche book, acting as their primary relationship manager, and ensuring high standards of service and accuracy in all advice provided.
Are you an experienced Financial Planner looking for an exciting new opportunity to advance your career?
Join our thriving, forward-thinking firm in Birmingham, where you'll be part of a culture-centric business that prioritizes career progression, development, and outstanding client service.