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Senior Financial Planner

1 month ago

London Area, United Kingdom JJ SEARCH LIMITED Full time

Job Title: Senior Financial Planner

About the Role:

We are seeking a highly skilled Senior Financial Planner to join our team at JJ SEARCH LIMITED. As a Senior Financial Planner, you will work closely with a Senior Financial Planner who has a big client book, and require support to manage clients and continue to build relationships.

About the Client:

Our client is a highly successful and ambitious Investment Management and Wealth Management firm.

About the Financial Planner:

The Financial Planner will have an idea of the complex products of the Financial Planning spectrum such as EIS, VCT, and Pension input calculations.

About the Candidate:

We are looking for a candidate with 2-5 years Client facing experience within Wealth Planning / Financial Planning - either from a Wealth Manager or independent IFA if they have provided holistic financial planning.

Requirements:

  • Hold a Level 4 Diploma in Financial Planning - essential
  • An interest to work with Divorcee clients
  • Broad Financial Planning product knowledge such as EIS, VCT, and Pension
  • Strong experience in an advisory or technical role gained within a financial advisory firm
  • Ambitious and Driven