Senior Financial Planner

2 days ago


London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

We are seeking a skilled Senior Financial Planner to join our clients based in central London. Our client is one of the market leaders within wealth management across Europe.

Key Responsibilities:
  1. Analyse trading client portfolios and accounts to provide FCA regulated advice on areas including pension transfers, investment taxation and account structure suitability.
  2. Conduct fact finding calls with clients to evaluate client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation

We offer an estimated salary range of £60k - £68k per annum.



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