Financial Planner

2 weeks ago


City of London, United Kingdom MI Search Ltd Full time

This highly respected investment management firm is currently seeking a financial planner to join their team in London.

This role will provide an excellent platform for a financial planner to develop their existing skills and experience in a supportive and professional environment. In this role you will provide financial planning advice using interactive technology to clientsof the firm, be provided with leads for new clients from the investment management arm of the business in addition to growing the portfolio via proactive means such as referrals and business development.

You must be Diploma qualified (CII or equivalent) and be keen to attain further qualifications, have experience working as a financial planner providing advice to clients in the areas of investment, pension and protection, be proactive and have excellentclient relationship management skills.

Basic salary to circa £75,000, and benefits.



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