Financial Planner

Morris Jane Associates; City Of London; On-site; GBP 75,000 - 90,000; Full time

Job summary

A reputable wealth management firm in London is looking for a motivated Financial Planner to grow a client book alongside senior leadership. This role comes with excellent rewards including revenue-linked bonuses. Ideal candidates will have experience in wealth management and possess strong relationship-building skills.

Qualifications

• Experience in a similar wealth management role, motivated to expand client relationships.
• Collaboration skills for working with senior leadership.

Responsibilities

• Grow a client book alongside a senior director.
• Contribute to achieving revenue goals.

Skills

Experience as a Financial Planner

Ability to grow client relationships

Collaborative work with senior leadership

Job description

With us, it’s personal

We’re passionate about building strong and lasting relationships with our candidates – helping exceptional talent achieve their full potential with roles at some of the biggest and best companies in the world. We listen carefully and communicate every step of the way, taking time to get to know you personally as well as professionally. So we can match you with a role that fits your values and ambitions, as well as your skillset. It’s our pleasure and privilege to help you thrive.

Financial Planner

London

£90k

Overview

An reputable Wealth Management business are looking to hire a Financial Planner who is motivated to grow a client book alongside a senior director – this opportunity comes with excellent rewards including revenue link bonuses.

Responsibilities

Role involves growing a client book alongside a senior director and contributing to revenue goals.

Qualifications

Experience as a Financial Planner or in a similar wealth management role; motivation to grow client relationships; ability to work with senior leadership.

How to apply

Get in touch