We are seeking an experienced Senior Financial Planner to join our team. The successful candidate will be responsible for creating complex financial plans and collaborating with advisors.
Key Responsibilities:
* Maintaining compliance in accordance with regulatory requirements
* Assisting with the development of financial strategies
The ideal candidate will have RG146 qualifications, at least 2 years of experience, and strong skills in Microsoft Office and Xplan Software.
Benefits:
* A positive work culture that encourages collaboration and growth