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Chartered Financial Planner

Eden Resourcing

London

On-site

GBP 50,000 - 90,000

Full time

11 days ago

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Job summary

An established industry player is seeking accomplished Financial Planners to join their professional team. This role offers an opportunity to provide bespoke financial services to high-net-worth clients, backed by comprehensive administrative and technical support. You will manage and develop your client portfolio, ensuring their financial growth and security through tailored solutions. With a commitment to excellence and a proven business model, this position allows you to enhance your performance and income in a secure and professional environment. If you are a skilled client manager with Chartered Status, this is the perfect opportunity for you.

Qualifications

  • Proven track record in building and managing a portfolio of HNW clients.
  • Broad technical knowledge of financial services and industry developments.

Responsibilities

  • Manage and develop a portfolio of clients with bespoke financial solutions.
  • Provide holistic wealth management services for financial growth.

Skills

Financial Planning
Client Management
Holistic Wealth Management
Technical Knowledge

Education

Chartered Status

Job description

Are you a successful IFA with a proven record of providing innovative solutions to HNW clients? Are you looking for an environment where you can provide a bespoke service to your clients whilst benefitting from wide ranging technical, administrative and development support?

In order to achieve their aims and to continue their development, our client is looking to attract accomplished and proven Financial Planners who will benefit from a professional environment with dedicated support incorporating administration, technical, compliance, marketing and investment management. Your role will be to manage and develop your portfolio of clients, providing holistic wealth management services and developing solutions to ensure financial growth and security.

Enquiries and applications are invited from skilled and experienced Financial Planners who have a proven track record in building and developing a portfolio of HNW clients. You will have achieved Chartered Status and be able to demonstrate broad technical knowledge and understanding of industry developments. You will be a skilled client manager and be able to develop and maintain internal and external relationships.

This is an excellent opportunity for a well-established Financial Services professional who is seeking an extremely professional and secure firm. You will be able to develop your existing portfolio and benefit from a proven business model and increase your performance and income.

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