Financial Planning Director

4 weeks ago

London, Greater London, United Kingdom https:www.energyjobline.comsitemap Full time
Job Title: Financial Planning Director

Our client, a leading integrated wealth management and professional services group, is seeking a Financial Planning 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.

The ideal candidate will have a proven track record of delivering growth, a strong technical and planning background, and experience working with IMs. They will also have excellent communication and interpersonal skills, with the ability to build and develop trusted relationships with clients.

The role will involve:

  • Delivering financial planning and wealth management advice to clients
  • Building and developing relationships with clients
  • Planning and implementing the annual Business Plan
  • Structuring and leading client meetings
  • Ensuring clients have the right advice to achieve their financial objectives

The successful candidate will be a Diploma qualified and working towards Chartered status, with a minimum of 4 years' experience as a Financial Planner. They will also have a strong understanding of holistic financial planning strategies and solutions.

The package includes a competitive salary up to £140,000, annual bonus, private medical insurance, life assurance, pension contribution, generous holiday package, and option to purchase additional holiday.

We welcome applications from candidates who are passionate about delivering exceptional client service and have a strong track record of success in financial planning.

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