Financial Planner

Are you looking for a move within the Wealth Management Industry, to join a reputable firm that offers a career rather than just a job?

My client is a leading Wealth Management firm with offices based in London, and they are always on the lookout for high-level individuals. Currently, they have availability for another Financial Planner to join their team. There are enough clients to not require any existing business to be brought with, although re-papering clients will permit a higher base/earning potential.

Responsibilities:

• Providing independent Financial Planning Advice and support to new and existing clients
• Preparing and presenting in-depth and clear financial reports to clients to meet their needs and requirements
• Developing the existing client bank to generate further business and review where necessary
• Working via telephone, virtual, and face-to-face meetings to meet client needs and maintain relationships
• Collaborating with Paraplanners and IFA Admins to ensure SLAs are met and client journeys are seamless

Experience:

• Level 4 Diploma qualified & willing to work towards chartered status
• At least 2+ years of experience in a Wealth Management advisory role
• Experience in creating financial plans and presenting them to clients
• Ability to manage client relationships and identify further opportunities for financial planning discussions
• Experience with both face-to-face and telephone/virtual client interactions is preferable