Our client is a Fin-Tech focused financial planning business with offices in the City of London.
The business was created two years ago and is headed up by a number of leading figures within the financial services industry. The business was designed to provide retirement advice to private clients, led by fin-tech. They are currently seeking to recruit for a Financial Planner to join the business to aid the advice process and have input into the design and implementation of new fin-tech products.
The advice process is simple; clients log into the website via a portal and submit both their personal and financial details, the details are then processed via a fin tech model which produces a report based on calculations which advise on the best retirement products for the clients need. As well as using fin-tech for their own advice process, the business also create and sell fin-tech to the financial planning market.
The Financial Planner is required as the clients will at some point want to converse with a person at some point during the process, at this point the Financial Planner will hold a telephone conversation to talk through the advice being offered. As well as provide advice to the clients, the Financial Planner will also have input into the design and implementation of products being rolled out.
Package is highly competitive - depending on the successful candidates skills and qualifications the package is £45,000-£70,000+Bonus+Benefits.