Financial Planner

4 weeks ago


London Area, United Kingdom JJ SEARCH LIMITED Full time
About the Role

We are seeking a highly skilled Financial Planner to join our team at JJ SEARCH LIMITED. As a Financial Planner, you will work closely with a Senior Financial Planner to manage clients and build relationships.

Key Responsibilities:

  • Analyse clients' financial status and develop personalised strategies to meet their financial goals.
  • Provide solid financial advice and wealth planning services to HNW clients, predominantly divorcees.
  • Manage ongoing client reviews and provide creative solutions to client issues.
  • Work closely with the Senior Financial Planner to support client management and relationship building.

Requirements:

  • 2-5 years of client-facing experience in Wealth Planning or Financial Planning.
  • Hold a Level 4 Diploma in Financial Planning.
  • Broad financial planning product knowledge, including EIS, VCT, and Pension.
  • Strong experience in an advisory or technical role within a financial advisory firm.
  • Ambitious and driven individual with a passion for working with HNW clients.

What We Offer:

A dynamic and supportive work environment, opportunities for professional growth and development, and a competitive salary package.



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