Financial Planning Director

2 months ago


London, Greater London, United Kingdom mbf Full time
Job Title: Director - Financial Planning

Our client, a leading integrated wealth management and professional services group, is seeking a highly skilled Director to join their London-based Financial Planning division.

The successful candidate will be responsible for delivering financial planning and wealth management advice across the London & South Eastern region, building and developing trusted relationships with current and potential clients.

Key Responsibilities:
  • Develop and implement financial planning strategies to meet clients' changing risk attitudes and strategic requirements.
  • Build and maintain strong relationships with clients, ensuring they receive tailored advice to achieve their financial objectives.
  • Plan, implement, and execute the annual Business Plan in line with agreed individual expectations.
  • Ensure clients have the right advice to achieve their financial objectives, considering factors such as retirement planning, inheritance, and tax efficiency.
  • Experience of working as a Financial Planner for 4+ years.
  • Technical/product knowledge and effective communication of wide-ranging holistic financial planning strategies & solutions.
What We Offer:
  • Competitive salary up to £140,000.
  • Annual bonus.
  • Private medical insurance.
  • Life assurance.
  • Pension contribution.
  • Generous holiday package.
  • Option to purchase additional holiday.
  • Hybrid Working.

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