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Financial Planner - Fintech

  • City of London
  • Permanent
  • £65,000 to £80,000

Job details.

Our client, a leading Fintech firm with tailored solutions focused on providing financial advice to private clients, currently seeks to recruit for a Financial Planner to join their London based team.

About our client:

This highly regarded fintech led advice firm, is committed to providing tailored wealth management services, empowering individuals, families, and businesses to make informed financial decisions and achieve their long-term goals. With a focus on understanding unique circumstances, our client offers a comprehensive range of services, including investment portfolio management, retirement planning, tax-efficient solutions and financial advice.

Role Overview:

As a Financial Planner, you will have the opportunity to provide comprehensive financial planning advice to a portfolio of clients spanning pensions and investments. The successful candidate will benefit from a pool of leads and clients generated through the company's robust marketing strategies. Our encourages a proactive approach, welcoming individuals who are eager to build their client portfolio through a combination of provided leads and self-generation.

Innovation and Technology:

Being a fintech business, this business embraces technological advancements to enhance its services. The company leverages sophisticated algorithms and data-driven insights to inform investment decisions, providing efficient and personalized solutions that adapt to clients evolving needs.

Company Culture:

Our client fosters a collaborative and inclusive work culture, emphasizing diversity and equal opportunities. The company values creativity, innovation and continuous learning, creating an environment where employees can thrive and contribute to the company's growth.

Client Focus:

Our client places a strong emphasis on understanding and prioritising its clients needs, building long-term relationships based on trust and transparency. The company's client-centric approach ensures that clients receive personalised advice and solutions aligned with their specific financial goals.

The Package:

First-year starting salary: £65,000 (negotiable for the right candidate)

Anticipated year one bonus: 20%

Second-year salary: £80,000

Anticipated year two bonus: 20%

Additional Benefits:

27 days holiday


Flexible working

Paid exams and training

Income Protection

Private Medical Insurance

Death In Service


  1. Financial Services
  2. Financial Planning

Benjamin Holmes

Founder & Key Account Manager

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