Financial Planner

Ortus PSR Ltd.; City Of London; On-site; GBP 80,000 - 110,000; Full time

Job summary

A prestigious Wealth Management firm in London seeks a skilled Financial Planner to manage a thriving client base. The role involves delivering exceptional financial advice, maintaining client relationships, and working in a supportive, growth-oriented environment. With a competitive salary and flexible working arrangements, this opportunity promises professional development and access to advanced tools for enhancing client outcomes.

Benefits

Flexible working arrangements

Access to cutting-edge tools and resources

Supportive development culture

Qualifications

• Level 4 Diploma-qualified Financial Planner, ideally working towards Chartered status.
• Strong technical expertise in pensions, investments, and tax-efficient planning.
• Exceptional communication and relationship management skills.

Responsibilities

• Managing relationships with an established portfolio of clients.
• Crafting bespoke financial plans tailored to clients' individual goals.
• Staying updated with regulatory changes and financial strategies.

Skills

Technical expertise in pensions

Investment strategies

Tax-efficient planning

Exceptional communication

Relationship management

Analytical skills

Education

Level 4 Diploma in Financial Planning

Job description

"Shape the Future of Wealth Management While Managing a Thriving Client Base"

Are you a highly technical Financial Planner looking for an exceptional opportunity to manage an established client base? A prestigious Wealth Management firm based in London is seeking a skilled and analytical professional to join their expert team. This role offers an exciting blend of client relationship management and technical planning in a dynamic and supportive environment.

Competitive salary of up to £110,000, dependent on experience.

Flexible working arrangements to support a healthy work-life balance.

Access to cutting-edge tools and resources to enhance client outcomes.

Why This Opportunity Stands Out:

• Established Client Base: Step into a ready-made portfolio of high-net-worth clients who value expert guidance and long-term partnership.
• Technical Excellence: Join a firm renowned for its meticulous approach to financial planning, where quality advice and compliance excellence are paramount.
• Professional Development: Thrive in a collaborative culture that supports growth through continuous learning and encourages innovation in wealth management strategies.
• Central London Location: Work in a prime London location, combining prestigious surroundings with excellent transport links.

The Role:

• This is a key role for a technically adept Financial Planner who thrives on delivering high-quality, compliant advice. Responsibilities include:
• Managing and nurturing relationships with an established portfolio of clients, ensuring their financial planning needs are met with precision and care.
• Crafting bespoke financial plans tailored to clients' individual goals and circumstances, covering pensions, investments, and estate planning.
• Keeping up to date with the latest regulatory changes and financial planning strategies to provide the best advice possible.
• Collaborating with an experienced support team to ensure seamless service delivery.

Who You Are:

• A Level 4 Diploma-qualified Financial Planner, ideally working towards Chartered status.
• Strong technical expertise in pensions, investments, and tax-efficient planning.
• Exceptional communication and relationship management skills, with a genuine passion for client care.
• Analytical and detail-oriented, with the ability to distill complex information into clear, actionable advice.

If you’re ready to advance your career in a firm where technical excellence and client-centric values are at the heart of everything they do, we’d love to hear from you.

Apply today to explore this exciting opportunity!