Financial Planner
1 day ago
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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