Financial Planner (Chartered / High Net Worth)

Ernest Gordon Recruitment Limited; London; Hybrid; GBP 65,000 - 75,000; Full time

Job summary

An established industry player is seeking a skilled Financial Planner to manage an extensive portfolio of high net worth clients. This role offers the chance to inherit an impressive £85 million portfolio and work within a supportive environment that emphasizes growth and development. The ideal candidate will have a strong background in financial planning, investment management, and tax mitigation. This exciting opportunity allows you to build lasting relationships with clients while providing expert financial advice across various sectors. If you're ready to take your career to the next level, this position is perfect for you.

Benefits

Discretionary Bonus

Pension

23 Days Holiday

Training Opportunities

Qualifications

• Proven track record in financial planning and client management.
• Recognized by the Financial Conduct Authority (FCA).

Responsibilities

• Provide financial advice across personal and corporate sectors.
• Build and maintain strong client relationships.

Skills

Financial Planning

Client Relationship Management

Investment Management

Tax Mitigation

Retirement Planning

Education

Level 6 Qualified Financial Planner

Job description

Financial Planner (Chartered / High Net Worth)

65,000 - 75,000 + Hybrid + Discretionary Bonus + Pension + 23 days holiday + training

Kingston upon Thames

Are you a Financial Planner looking to join a stable, well ran business with a ready made portfolio on over 100 clients?

Would you like to inherit an 85m, established portfolio?

On offer is the opportunity to join an expanding organisation that specialises in investment management, retirement planning, estate planning, tax mitigation, and lifelong cash flow management.

You will collaborate with the managers to grow and develop your portfolio. This role is ideal for someone with a proven track record in their career or business, with the ability to discuss, question, negotiate, and provide expert advice.

The Role:

• Provide financial advice across personal and corporate sectors
• Build and maintain strong client relationships
• Generate and maintain business portfolios
• Develop strong relationships with HNW individuals

The Person:

• Level 6 qualified Financial Planner (Chartered), recognised by the Financial Conduct Authority (FCA)
• Prior experience in financial planning

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

Reference Number: BBBH

Keywords: Financial, Chartered, IFA, Level 6, Planning, Advise, Tax, Investment, Management, Retirement, Estate, Mitigation, Kingston

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.