Financial Planner

  • Location

    City of London, London

  • Sector:

    Financial Planning , Wealth Management, Pensions

  • Job type:


  • Salary:

    £40000 - £80000 per annum + Bonus & Benefits

  • Contact:

    Benjamin Holmes

  • Contact email:

  • Job ref:


  • Published:

    about 1 year ago

  • Expiry date:


  • Consultant:


Our client is a forward thinking Investment Management business with offices across the UK. Their current requirement is within the Wealth Management & Fin Tech division of the business and they seek to recruit for a Financial Adviser / Client Relationship Manager.

Our client is a unique business that provides financial advice to HNW clients, as well as development innovative financial technology for both their internal Financial Planners & Paraplanners but also for the wider market. They are a business they pride themselves on their ethical approach to financial planning as well as designing and implementing new technology for the market. Technology is created and utilised internally first and then rolled out to the market as a product.

We are currently working with the busines to recruit for a fin-tech interested Financial Adviser who is keen to join a forward thinking firm. This role is not the norm - although within your role you will be presenting the advice, the clients will actually be brought in by a business development team, which means that you are essentially a Financial Adviser but without need to hunt for clients. The business development team is tasked to bring new clients on board, once on board your job is then to build a relationship with the individual and conduct an initial meeting along with a Paraplanner. Once the Paraplanner has drawn up a report you will then move forward to a face to face interview where you will present the advice. As I say, this is a Financial Adviser role, just without the need to develop your own clients.

This is an exceptionally rare opportunity to join an innovative and market leading fin-tech business where you can create a dynamic and enjoyable career.

On offer is a market leading salary + Bonuses + Benefits - the final package will be based on the successful candidates experience and qualifications. The successful person should have a keen interest in fin-tech, be very personable and should want to work in an innovative & exciting environment.