Partner Financial Planning

Job Purpose



To build and develop trusted relationships with current and potential clients. To be responsible for delivering Financial Planning and Wealth Management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable, tailored and personalised to the client and in line with advice and control policies. Be strategically aligned to the Company's goals and objectives, and act as ambassadors for the company at all times, having a clear understanding of the strategic place in the advice market. To contribute to the wider business through sharing of experience and knowledge via forums, training and development sessions.

Key Responsibilities

• To look after and support client needs
• To plan, implement and execute the annual Business plan in line with agreed individual targets.
• To build new client relationships and maintain and devel...