Financial Planner - quality boutique wealth planners

  • Location


  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    To £80,000 plus bonus + benefits

  • Contact:

    Michael Groves

  • Contact email:

  • Published:

    over 1 year ago

  • Expiry date:


  • Consultant:


A leading City of London boutique financial planning business is currently in the market for a high quality Financial Planner to join their successful team. This is an ideal opportunity to run your own portfolio of great quality clients. The role is unique, challenging but highly rewarding and a special talent is required to meet the challenge. You will be an important part of their highly dynamic and creative team and will be expected to contribute your thoughts and ideas as they continue to challenge and innovate within the profession. You will be mentored by some of the UK’s leading independent financial planning practitioners, all intent on making you the very best that you can be. The right candidate is likely to progress, in the firm and accept increased responsibilities, as well as rewards.  My client is a wealth management consultancy built on honesty, integrity and trust. Multi award-winning wealth managers - they provide solutions to the five key financial concerns of successful executives and entrepreneurs. You will currently be a qualified CF30, ideally level 6 six chartered (or close to it) adviser. You are likely to be relatively early in your career and keen to find the right firm to provide the launch pad for the next stage and a team that will help you become the best that you can be. Your role will involve regular face-to-face and telephone client meetings, providing high quality independent advice to an existing portfolio of Capital clients. You will also be able to understand and deliver cash flow planning, research, analysis and report writing. You will be provided with administrative support and will be based in their prestigious new offices. A strong working knowledge of Adviser Office and Truth software as well as Excel will be helpful.
An excellent long term career option for a quality individual on the upward curve of their career.