Financial Planner

1 week ago

Central London United Kingdom Lime People Search & Select Full time £40,000 - £60,000 per year
Job Description

My client is an expert Financial Planning firm, specialising in Pensions, Investments, Mortgages, Life, Health and Critical Illness Insurances, dealing with both Individuals and Corporate clients throughout the UK.

We are seeking an addition the Adviser team in the London offices of the firm and are seeking an experienced Financial Planner / Chartered Financial Planner to assist the firm in generating profitable new business for the firm, from lead generation (internal & external) and identifying own sources of new business through networking, contacts and internal marketing campaigns. You will also be responsible for managing an existing book of clients and will continue to deliver ongoing Advice suited to their current and future needs.

Specific duties will include:

  • Generating new business from leads handed to you by either external or internal parties, or from your own sources.
  • Work with professional connections to identify opportunities
  • Meet potential new clients to ascertain their current and future financial planning needs
  • Provide quality Investment Advice in accordance ith current regulations and within the firms standards and procedures
  • Introduce clients to the wider support team of the business
  • Maintain an existing client book and retaining excising clients
  • Building and maintaining a strong network of professional connections
  • Identify and make suggestions to the Investment propositions and make recommendations

The successful candidate will either be an experienced Financial Planner / IFA, or a Senior Paraplanner looking to take the next step into Advice, with demonstrable experience of maintaining and developing solid client relationships & professional networks within the Financial Advice space or similar with experience in writing detailed and complex reports for various case types, with ability to assess, compare and identify critical features.

You will have a Diploma in Regulated Financial Planning at the minimum and also must have the desire to become a Chartered Financial Planner and desire to continue personal development through further studies.. You will be educated to at least A level standard, with good grades.

A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.

  • Financial Planner

    2 weeks ago

    London, United Kingdom Portman Financial People Full time

    A well-established financial planning firm is looking to hire an Employed Financial Planner to take on a substantial £35m FUM client bank. This is a genuine opportunity to inherit a loyal and engaged group of clients, with strong recurring income already in place, and to grow it further as the firm continues to expand.The RoleYou’ll be responsible for...

  • Senior Financial Planner

    2 weeks ago

    Kingston upon Thames, Greater London, United Kingdom Financial Divisions Full time

    Senior Financial Adviser - boutique IFA £70k - £100k basic salary plus attractive bonus and benefits package Manage existing clients - Surrey based Chartered IFA A key client of mine who I have placed 5 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing book of...

  • Senior Financial Planner

    2 weeks ago

    Kingston upon Thames, Greater London, United Kingdom Financial Divisions Full time

    Senior Financial Adviser - boutique IFA £70k - £100k basic salary plus attractive bonus and benefits package Manage existing clients - Surrey based Chartered IFA Offices near Kingston (Surrey) A key client of mine who I have placed 5 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their...

  • Financial Planner

    1 week ago

    North London, United Kingdom Placing Faces Full time

    **Title: Financial Planner** **Salary: OTE £80-90k** **Location: North London** Our client is a wealth management firm based in North London, specialising in property finance, protection and investment management - they are looking for a self-employed Financial Planner to join them in their Wembley office. They are a friendly and knowledgeable team who...

  • Financial Planner

    7 days ago

    London, United Kingdom Demolytic Full time

    **London** **United Kingdom** We are looking for a Financial Planner to help clients manage their finances. You will be our clients’ trusted advisor in areas including investments, cash flow, savings and debt management. Our financial planner should be an effective communicator with experience in financial planning and business development. If you’re...

  • Financial Planner

    7 days ago

    London, United Kingdom Search Consultancy Full time

    **Financial Planner based in London, competitive salary with excellent benefits and clients provided** **Role & Responsibilities** - Comply with the Training and Competence Scheme - Management of a portfolio of existing clients, ensuring that planning opportunities are identified and, where appropriate, pursued - Provide appropriate financial planning...

  • Financial Planner

    2 weeks ago

    London, United Kingdom Ortus PSR Full time

    Financial Planner – HNW Clients Provided | £80K + Bonus | Hybrid Role Join a forward-thinking, client-centric wealth management firm that puts people—both clients and team members—at the heart of everything. With a reputation for integrity, long-term relationships, and truly bespoke financial advice, our client is a well-established IFA practice with...

  • Financial Planner

    2 weeks ago

    London, United Kingdom Premier Jobs UK Limited Full time

    This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit employed Financial Planners as part of their growth journey The business is due to embark upon their next chapter of growth and are looking for Financial Planners who align with their values. You will benefit from working with their high...

  • Financial Planner

    2 weeks ago

    London, United Kingdom Financial Divisions Full time

    **Independent Financial Planner - Central London - Up to £60k basic salary + bonus - Manage a book of clients generating £100k in annual fees** My client, who I have placed staff with are an independent wealth planning practice in the City of London who have been operating for over 10 years. They have an excellent reputation providing the highest levels...

  • Financial Planner

    1 week ago

    London, United Kingdom UBS Full time

    United Kingdom - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 310181BR **City** - London **Job Type** - Full Time **Your role** - Are you a Financial Planner looking to develop within a global market leading firm? We are looking for a Financial Planner to: - understand clients' long-term financial...