Senior Financial Planning Advisor

4 weeks ago


London, Greater London, United Kingdom Jenson Fisher Consulting Ltd Full time

Jenson Fisher Consulting Ltd is seeking a Senior Financial Planning Advisor to join their team. As a key member of the team, you will be responsible for growing a client base and developing revenue streams for clients and the business.

About the Firm

We are a dynamic and forward-thinking financial planning firm with a heavy focus on technology and innovation. Our team is passionate about delivering exceptional client service and creating a positive work environment.

About the Role

As a Senior Financial Planning Advisor, you will work with a huge mass affluent/UHNW client base, with a client portfolio that has huge opportunities to develop revenue streams for clients and the business in a fully digitised, yet simple and clear manner.

The ideal candidate will have Chartered status via the CII and a proven track record of success in financial planning.

Key Responsibilities
  • Growing a client base using the firm's high lead conversion rate and unique offering towards client service
  • Developing revenue streams for clients and the business
  • Collaborating with the team to develop skills, experience and earning potential
Benefits
  • Potential for significant earnings based on performance
  • Opportunities for professional development and growth within the business
Requirements
  • Chartered status via the CII
  • 4-6 years of experience in financial planning
Salary

£80,000 - £100,000 plus benefits and bonus (and equity potential)



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