Financial Planner

Private Client PlannerChartered Financial Planner Client-Centric Advisory RoleAre you an experienced Chartered Financial Planner who thrives on deep client relationships, technical excellence and delivering outstanding ongoing advice?An established, values-led financial planning firm is seeking a Private Client Planner to play a pivotal role within a close-knit advisory team (pods). This role is designed for a senior planner who enjoys long-term client stewardship, strategic financial planning and shared accountability with colleagues.You will take a lead role in shaping and delivering sophisticated, holistic financial planning solutions, working closely with fellow planners and support professionals to ensure exceptional outcomes for clients and sustainable growth for the team.Trusted Client RelationshipsBuild, nurture and maintain long-term client relationships through proactive, high-touch serviceCombine technical precision with emotional intelligence to earn trust and inspire confidenceIdentify planning opportunities and generate referrals through the strength of client relationshipsHolistic and Strategic Financial PlanningDeliver lifestyle-led, holistic financial planning tailored to clients'' long-term goalsProvide strategic oversight using complex cashflow modelling and clear articulation of investment philosophyAdvise across retirement planning, tax efficiency, estate and succession planning, protection, investments and behavioural riskImplement and maintain ..... full job details .....