My client is currently seeking an experienced Senior Financial Planner to join their team and provide expert advice to a well-established client bank of High Net Worth individuals. This portfolio consists of long-standing, loyal clients who value their trusted approach. The role has arisen due to the retirement of a senior planner, presenting an excellent opportunity for an ambitious professional to step into a key position.Key ResponsibilitiesDeliver comprehensive financial planning and wealth management advice to a client bank of up to £50m in assetsMaintain and strengthen relationships with existing clients, ensuring exceptional service and tailored solutionsTake a proactive approach to prospecting and engaging potential clients in line with the Apogee business planCommunicate complex financial solutions clearly and effectively, ensuring clients fully understand the benefitsContinue to develop and forge strong relationships with clients, maintaining them to the highest standard over timeStay abreast of market trends, regulatory changes, and best practices to provide informed, compliant adviceCollaborate with internal teams to ensure seamless client experience and adherence to compliance standardsRequirementsProven experience as a Senior Financial Planner or similar role, advising High Net Worth individualsStrong technical knowledge of investments, pensions, tax planning, and estate planningExceptional communication skills, with the ability to simplify complex concepts for ..... full job details .....