Lead Financial Strategist
3 weeks ago
Position Overview:
Synchronicity Financial Services is on the lookout for exceptional Financial Planners to enhance our London operations at the Senior Director level.
Key Responsibilities:
As a qualified Chartered Financial Planner, you will possess a wealth of experience in providing advisory services to ultra-high-net-worth clients with complex financial needs (assets exceeding £10 million). You will have the opportunity to inherit an established client portfolio, complemented by significant internal referrals and robust paraplanning assistance.
Career Development:
This position does not initially entail leadership duties; however, there is potential for advancement into a player/manager role for candidates demonstrating the right capabilities. Importantly, there is no obligation to pursue this path.
Work Environment:
Typically, you will engage with our team in the office 2-3 days per week, fostering collaboration and support.
Compensation and Benefits:
We offer a competitive remuneration package, including a bonus structure that rewards performance above the base salary.
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