Chartered Financial Planner with Client Bank
2 weeks ago
We are currently working with an extremely well regarded Employee Benefits Consultancy that wishes to appoint an experienced Financial Planner for their Private Client division in London.
The role has come about as a result of a retirement, and there is therefore a client bank provided which generates circa £250K recurring from approximately 100 private clients. The clients are based in and around London and the home counties, and whilstthe role will be based from the London office, the firm operates a flexible working policy.
There is excellent opportunity within the wider business to develop referral channels and they would like somebody who is able to capitalise on this.
To be considered, you will need to have reached Level 6 Chartered Financial Planner, or be very close to achieving this. You will also have had a number of years' experience in providing holistic Financial Planning advice to HNW clients.
Basic salary will be around £65K with scope for more for somebody highly experienced. Bonus is uncapped and for the successful recruit, once established, is expected to be upward of £30K. There is a comprehensive benefits package on offer.
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