Chartered Financial Planner

3 weeks ago

London Area, United Kingdom Synchronicity Financial Services Full time

Financial Planner – rare opportunity to inherit existing clients

Are you an experienced Financial Planner ready to take your career to the next level with a leading wealth manager who truly understands that their people are the key to success? We have an incredible and rare opportunity for you to join a high-performing team in London and work alongside one of the company's top Financial Planners

This role offers an exceptional opportunity to inherit a portfolio of high-quality clients from day one, with plenty of room to grow your book. You'll have the benefit of immediate, established relationships with Investment Managers, allowing you to focus on managing and expanding your client base. As you build these relationships, you'll also see more referrals come your way from both existing clients and investment managers. Plus, you'll receive full marketing and Paraplanning support, with close collaboration with Directors and Partners to drive the business forward.

Why This Role Is Perfect for You:

  • Immediate Impact : Inherit a quality client portfolio and immediately start managing and building those relationships.
  • Collaborative Culture : Be part of a supportive and dynamic environment that encourages growth, learning, and success.
  • Growth Opportunities : There is a clear progression path, with the option to take on leadership responsibilities in the future (though it's not a requirement).
  • Support at Every Step : Benefit from dedicated marketing and Paraplanning support to make your job easier and more impactful.

What We're Looking For:

  • Level 6 qualification in Financial Planning (ideally Chartered).
  • Proven track record in business development and relationship management .
  • Strong experience in managing relationships with internal and external stakeholders .
  • A client-focused mindset with a drive to deliver exceptional service and success.
  • At least 2 years of experience advising clients.

Ready to Make a Difference?

If you're eager to take on a challenge, grow your career, and work in a collaborative, high-performing team environment, this is the perfect opportunity for you Apply now to join a firm that's committed to delivering excellent financial guidance and building long-lasting client relationships.

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