Financial Planner - London

Independent Resourcing Consultancy Ltd; City Of London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial advisory firm in London seeks a Financial Planner to provide comprehensive advice on investments and retirement planning. This role requires a proven track record in advisory services and a Level 4 RDR UK Diploma. The company offers extensive support and flexibility, promoting a collaborative working environment.

Benefits

Flexible working hours

25 days holiday + bank holidays

Full paraplanning and admin support

Qualifications

• Proven track record of success within an Advisory / Relationship Management capacity.
• Ideally Chartered financial adviser.
• Self-employment and employed options available.

Responsibilities

• Advising clients on financial objectives face-to-face.
• Supporting the Head of Repatriation.
• Covering Lump Sum Investments, Retirement Planning, and more.

Skills

Advisory / Relationship Management experience

Level 4 RDR UK Diploma or equivalent

Proactive and entrepreneurial attitude

At least 1 year of experience as a Financial Planner

Education

Level 4 RDR UK Diploma

Job description

About the job

Financial Planner - London. Our client is a leading organization with UK and global offices, offering a unique advice proposition that supports expanding their presence in London and the Southeast.

As a Financial Planner in London, you will work alongside the Director of the UK business, advising face-to-face with UK-wide clients (majority in the South East) on medium to longer-term financial objectives. You will also support the Head of Repatriation with clients returning to the UK.

You will be responsible for advising in areas including Lump Sum Investment, Retirement Planning, Life Insurance, and General Estate Tax Planning.

Responsibilities

• Advising clients on medium to longer-term financial objectives in a face-to-face capacity.
• Covering areas such as Lump Sum Investment, Retirement Planning, Life Insurance, and General Estate Tax Planning.
• Working with the Director of the UK business and supporting the Head of Repatriation.

Desired Skill & Experience

• A proven track record of success within an Advisory / Relationship Management capacity in a financial services organisation (e.g., bank, brokerage, or IFA).
• Level 4 RDR UK Diploma (or equivalent if not UK based); ideally Chartered.
• A proactive and entrepreneurial attitude that generates new business while maintaining client relationships in a holistic way.
• At least 1 year of experience as a Financial Planner.
• Self-employed split of business or employed with a competitive basic salary + bonus scheme.
• 25 days holiday + bank holidays.
• Flexible working hours and the option to work from home/ remotely.
• Full support of an in-house paraplanner.
• In-house marketing team to support campaigns.
• In-depth training in Repatriation and offshore solutions.

Why?

• Strong regulatory background in multiple jurisdictions.
• Global presence.
• Full training and support including funding of external CII, CISI and LIBF qualifications.
• Industry-leading investment proposition.
• Support with lead generation via business development, research, and marketing teams.
• Full paraplanning and admin support.
• Flexible working and infrastructure.
• Self-employed and employed adviser options available.

Whether you are an experienced financial planner seeking a new challenge or a recent university graduate, our client offers a unique proposition in the international wealth management space. They provide an unrivalled support network across compliance, training, back office, recruitment, tech, and marketing, enabling you to build a future you can be proud of while living in exceptional locations.

Regulation

The most important USP for our client is their strong regulatory background, which has existed since inception.

They hold the necessary licenses to operate in every jurisdiction where they have a physical presence.

Compliance

Behind their licensing and client offering is a dedicated internal compliance team. Their due diligence supports ongoing terms of business with investment and insurance providers while staying ahead of regulatory changes.

They have an industry-leading investment proposition, regularly reviewed by their investment committee. Their investment philosophy emphasizes four principles: consistency, long-term growth, quality investments, and diversification.

Operational Support

Advisers are supported by a large operations team handling queries from providers, trustees, and clients to ensure smooth issuance of new business advice.

Business Development

Business Development Managers introduce their unique proposition before setting up initial meetings with advisers. They are supported by a UK-based marketing team that creates brochures, sales aids, and advertising campaigns.

The team ethos is strong; advisers, BDMs, and administrative staff work closely together, creating a supportive, collaborative environment.