Senior Financial Planner

We are currently working with a leading Wealth Management firm who are looking to hire a Senior Financial Planner to join their private clients division. Responsibilities of this Senior Financial Planner Job: Liaise with Private Client Advisers to help identify suitable clients with insurance and protection needs, with a particular focus on the needs of business owner clients and clients that are engaged in succession planning Review detailed client financial plans prepared by members of the Financial Planning team to ensure high quality insurance and protection advice and to identify insurance needs within Conduct market reviews of most suitable insurance policies in the market to meet individual client needs. Recommend and implement policies, closely maintaining relationships with relevant life companies in the market and in larger or more complex cases, liaise directly with the underwriters in order to help secure the best possible terms for our clients Promote and raise awareness o...