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 on the Fylde Coast. 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 assets.Maintain and strengthen relationships with existing clients, ensuring exceptional service and tailored solutions.Take a proactive approach to prospecting and engaging potential clients in line with the Apogee business plan.Communicate complex financial solutions clearly and effectively, ensuring clients fully understand the benefits.Continue to develop and forge strong relationships with clients, maintaining them to the highest standard over time.Stay abreast of market trends, regulatory changes, and best practices to provide informed, compliant advice.Collaborate with internal teams to ensure seamless client experience and adherence to compliance standards.RequirementsProven experience as a Senior Financial Planner or similar role, advising High Net Worth individuals.Strong technical knowledge of investments, pensions, tax planning, and estate planning.Exceptional communication skills, with the ability to ..... full job details .....