Strategic Financial Planner
4 weeks ago
We are seeking an experienced Financial Planner 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 no hard targets.
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: £45,000 - £57,000 per annum.
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