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Financial Planner
4 months ago
Synchronicity Group are working with a leading Financial Planning and Investment Management client who are looking for an experienced (ideally 3-5 years PQE) Financial Planner to join their hugely successful London team.
If the following job requirements and experience match your skills, please ensure you apply promptly.
An existing client book will be given, but we are looking for experienced business developers with a strong network to grow this further. Our client is a leading brand and offers fantastic marketing support, leads and internal referrals from the Investment Managers and other areas of the wider group. Full Paraplanning and Admin support is also provided.
You will have experience of HNW Financial Planning (cases of £1m+) and have strong technical knowledge of all areas of financial advice, including tax and pensions.
Ideally you will be Chartered, or progressing towards Chartered status, although this isn't essential if you have extensive relevant experience.
This role is London based and offers hybrid working with typically 3 days a week in the office.
A generous basic salary and competitive bonus scheme is on offer, plus the usual corporate benefits.
