Financial Planner - Fareham

atomos

Fareham, United Kingdom
On-site
Deliver exceptional client service
Nurture long-term relationships
Financial plans and advice
We’re looking for a Chartered Financial Planner to join our growing team and play a key role in delivering exceptional outcomes for our HNW and VHNW clients

Job Summary

  • We’re looking for a Chartered Financial Planner to join our growing team and play a key role in delivering exceptional outcomes for our HNW and VHNW clients.
  • You’ll work alongside a highly skilled team of Financial Planners, using a blend of expertise, technology and human insight to deliver thoughtful, personalised advice.
  • Competitive Pension Scheme - we contribute 6%, you 3%; 26 days holiday plus bank holidays; Private Medical Insurance; Life Assurance (4x); Group Income Protection; Work From Anywhere policy.

Matching Summary

We’re looking for a Chartered Financial Planner to join our growing team and play a key role in delivering exceptional outcomes for our HNW and VHNW clients.

Skills & Requirements

Must-have

  • Deliver exceptional client service
  • Nurture long-term relationships
  • Financial plans and advice
  • CRM and cashflow modelling tools
  • Client-centric approach

Nice-to-have

  • Explore AI tools enhancement
  • Develop your profile
  • Subject matter expert

Key Requirements

  • Level 4 Diploma or Chartered status
  • 3+ years client-advisory experience
  • Full range of provider products knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter