Financial Planner

1 day ago


Birmingham, Birmingham, United Kingdom Jenson Fisher Consulting Ltd Full time
About Jenson Fisher Consulting Ltd

Our client is a leading Wealth Management firm with offices based in London and are always on the lookout for high level individuals to join their team as a Financial Planner.

We are seeking a talented and experienced Financial Planner who can provide independent financial planning advice and support to new and existing clients, preparing and presenting in-depth financial reports to meet their needs and requirements.

The ideal candidate will have a Level 4 Diploma qualification, happy to work towards chartered status, and at least 2+ years of experience in a Wealth Management advisory position. A mix of face-to-face and telephone/virtual client-facing experience would be preferable.

Key Responsibilities:

  • Providing independent financial planning advice and support to new and existing clients
  • Preparing and presenting in-depth financial reports to meet client needs and requirements
  • Developing the existing client bank to generate further business and reviewing where necessary
  • Working closely with Paraplanners and IFA Admins to ensure SLAs are met and client journeys are seamless

Benefits:

  • Competitive salary range: £60,000 - £80,000 per annum
  • Opportunities for professional development and growth
  • A supportive and collaborative work environment


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