Financial Planner

Financial PlannerMilton Keynes Negotiable Salary + BenefitsAn established and growing professional services business is looking to appoint an experienced Financial Planner to join its wealth management team.This is an excellent opportunity for a client-focused adviser who enjoys delivering holistic financial planning and building long-term relationships with clients.The role will involve managing an established client portfolio, conducting regular financial reviews and providing tailored advice across investments, pensions, protection, tax planning, trusts and estate planning.Alongside client management, you''ll have the opportunity to develop new relationships through networking, professional introducers and the wider business, with the support of a broader professional services environment.We''re looking for someone who:Is an experienced Financial Adviser / Financial Planner with Competent Adviser StatusIs Chartered or actively working towards Chartered statusHas strong technical knowledge across holistic financial planningBuilds trusted, long-term client relationshipsIs commercially minded and comfortable developing new businessHas excellent communication skills and a professional, personable approachTakes pride in delivering high-quality, compliant adviceThis role would suit a Financial Planner who wants to work within a well-established professional services environment, with the opportunity to work with an interesting client base and develop relationships that can span ..... full job details .....