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Financial Planner

2 months ago

London, Greater London, United Kingdom Deerfoot IT Resources Ltd Full time

Exciting Opportunity: Financial Planner - London

Position: Financial Planner Level 4 Diploma in Financial Planning (CII or equivalent)Location: London (Zone 1)Salary: £60k-£80k neg + Performance Bonuses, Pension, Healthcare, and Support for Chartered StatusJob Type: Full-time | Permanent | Hybrid (3 days office, 2 days remote)

We are a growing, dynamic firm based in London, seeking a Financial Planner with at least 5 years of experience to join our expert team. This is a fantastic opportunity to contribute to a client-focused business that offers long-term career progression, a competitive salary, and a strong benefits package.

Key Responsibilities

  • Client Relationships: Manage and expand an existing client portfolio while generating new business through referrals and networking.
  • Tailored Financial Advice: Deliver personalised, independent financial planning advice on pensions, investments, tax, and protection products.
  • Compliance: Ensure adherence to FCA regulations and high compliance standards.
  • Collaborative Support: Work closely with a talented team of IFAs, paraplanners, and administrators to provide exceptional service.
  • Business Development: Identify and pursue new business opportunities to drive growth and revenue.

About Us

Deerfoot IT Resources Ltd is a leading provider of financial planning services, dedicated to delivering exceptional results for our clients. We are committed to providing a supportive and collaborative work environment, where our team members can thrive and grow.

What We Offer

We offer a competitive salary, performance bonuses, pension, healthcare, and support for chartered status. Our team members enjoy a dynamic and supportive work environment, with opportunities for career progression and professional development.