Financial Planner

4 months ago


Britain Roman province, United Kingdom St. James's Place Full time

Join Our Team as a Financial Planner at One Wealth in Canary Wharf

  • Seeking a Financial Planner or aspiring adviser
  • Required: level 4 Diploma in Regulated Financial Planning (RDR compliant) or equivalent
  • Client centric approach and passion for finance
  • Develop strong professional relationships with clients
  • Understanding of client's circumstances and financial objectives
  • Looking for a long-term career in financial advice

We provide:

  • Support and training to add real value to the business
  • Help with building your network and client bank
  • Assistance with lead generation
  • Sales and marketing support
  • Training to develop relevant skills
  • Back office support
  • Competitive self-employed contract and perks
  • Opportunity to build real value within a FTSE 100 business