Chartered Financial Planner

2 months ago

London, United Kingdom Cooper White Group Full time

About the job


Role: Chartered Financial Planner


Location: London


We want to get in touch with experienced Chartered Financial Planners who can deliver comprehensive financial planning solutions. You must hold the ability to convert prospects and build rapport with new and existing clients.


Our client is one of the leading Financial Advisory firms in the UK, consistently recognised as a top 10 institution for the last decade. With a global footprint spanning over 100 countries, this role is situated in their London office in the heart of the city.


They offer truly bespoke and unbiased financial solutions to clients, operating as a purely fee based Independent Financial Advisor.


RESPONSIBILITIES:


  • Manage an existing portfolio of clients, ensuring all financial planning needs are recognised and met
  • Developing client relationships with individuals that have been internally referred
  • Ability to build rapport with new and existing clients through your excellent communication skills and provision of financial planning advice
  • Work collaboratively with the other members of the Financial Planning team
  • Utilise your professional network and routes to market to refer new business opportunities


PROFILE:


  • Must be a Chartered Financial Planner or actively working towards becoming Chartered
  • Proven ability to provide a full suite of financial planning advice
  • Minimum 5 years of experience as a Financial Planner
  • Experience in business development and prospecting new clients
  • Some people management experience is essential
  • Team spirit


NOTE: It is not a requirement to bring a portfolio of clients, we prioritise your technical expertise and ability to convert prospects and build rapport with clients.


If you are passionate, motivated and ambitious this is the role for you. APPLY NOW


Direct Applicants to: olivia@cooperwhitegroup.com

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