Financial Planning and Advisory Professional
2 weeks ago
We are seeking an experienced Financial Planning and Advisory Professional to join our team in Putney. This is a fantastic opportunity for a qualified professional to take on a £35m book of clients and progress their career with a leading firm.
The ideal candidate will have experience working with high net worth individuals and be looking to develop their skills and knowledge further.
Key responsibilities will include:
- Servicing a book of existing clients via phone, video calls, and face-to-face meetings.
- Retaining and growing the client base.
- Working closely with the senior leadership team to achieve business objectives.
About the Role
This is a unique opportunity to work for a dynamic and expanding firm that offers a flexible working environment, modern technology, and exceptional support.
Benefits include a competitive salary range of £40,000 - £55,000 per annum, plus bonus and benefits (OTE year 1 £60k - £65k).
Requirements
The successful candidate will possess:
- A Level 4 qualification or higher.
- Post-CAS experience.
We offer a supportive and collaborative work environment, with opportunities for progression and development.
Estimated Salary: £43,000 - £56,000 per annum.
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