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Financial Planner

  • City of London
  • Permanent
  • 65000

Job details.

We are representing one of the UK’s leading financial planning institutions that is currently undergoing a significant growth phase due to a number of recent acquisitions and the retirement of Senior Financial Planners. Over the course of the last 10 years, their AUM has increase from £5 billion to an impressive £15 billion, and as part of their expansion, they are moving to new premises in the heart of the City of London. We are seeking experienced Financial Planners to join their dynamic team.

Position Overview:

Our client is looking for humble, ambitious, and hardworking Financial Planners to fill multiple positions. This is an excellent opportunity for Financial Planners who are proficient in managing existing client portfolios and motivated to network, expand their client base, and develop their existing books.

Key Responsibilities:

Conduct thorough financial planning assessments for clients, taking into account their goals, risk tolerance, and financial situation.

Offer personalized investment advice and wealth management solutions to help clients achieve their financial objectives.

Cultivate and maintain strong client relationships by delivering exceptional service and continuous support.

Actively network and seek out new client opportunities to grow your book of business.

Stay abreast of industry trends and regulatory changes to ensure compliance and provide top-notch service to clients.


Qualifications and Skills:

A minimum of 2 years of experience of working in a client facing/advisory capacity

A proven track record of effectively managing and expanding client portfolios.

Relevant industry qualifications (e.g., CFP, CFA, or equivalent) are highly desirable.

Exceptional interpersonal and communication skills.

Self-motivated and driven to achieve personal and team targets.

A client-centric approach with a genuine passion for helping clients achieve their financial goals.


Benefits:

Competitive salary in the range of £55,000 to £65,000 per annum (flexible based on experience and qualifications).

Lucrative bonus scheme based on performance and business development.

Highly flexible working arrangements to support work-life balance.

Comprehensive benefits package, including pension contributions, healthcare, and more.

Our client is dedicated to fostering a dynamic and inclusive work environment where every team member can thrive and make a meaningful impact. If you are a dedicated and ambitious Financial Planner looking to join a company that values your expertise and offers substantial growth opportunities, we invite you to apply today.

Sector:

  1. Financial Services

Michael Groves

Founder & Key Account Manager

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