Financial Planner - London

Independent Resourcing Consultancy Ltd; London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial consultancy in London is seeking a Financial Planner to join their team. The role involves advising clients on financial objectives and providing support for clients returning to the UK. With a strong regulatory background and unrivalled support systems, this position is perfect for both experienced planners and recent graduates looking to excel in the wealth management space.

Benefits

25 days holiday + bank holidays

Flexible working hours

Full support of an in-house paraplanner

In-house marketing team support

In-depth training

Qualifications

• Proven track record in financial services advisory roles.
• Minimum 1 year experience as a Financial Planner.
• Self-employed or employed with competitive salary and bonus.

Responsibilities

• Advising clients on medium to long-term financial objectives.
• Supporting Head of Repatriation for clients returning to the UK.
• Offering advice on Lump Sum Investment, Retirement Planning, and Life Insurance.

Skills

Advisory / Relationship Management

Entrepreneurial attitude

Client relationship maintenance

Education

Level 4 RDR UK Diploma (or equivalent)

Chartered qualification (ideally)

Job description

About the job Financial Planner - London

As a leading organization in their sector with offices in the UK and across the globe, our client has developed a unique advice proposition which has led to a significant increase in client demand as they expand their presence in London and the Southeast.

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

You will be responsible for offering areas of advice covering such areas as Lump Sum Investment, Retirement Planning, Life Insurance, and General Estate Tax Planning.

Desired Skill & Experience

• A proven track record of success within an Advisory / Relationship Management capacity, within a financial services organisation such as a bank, brokerage or IFA.
• Level 4 RDR UK Diploma (or equivalent if not UK based) minimum qualification. Ideally Chartered.
• A pro-active and entrepreneurial attitude that has lead the generation of new business, whilst effectively maintaining client relationships in an efficient, holistic fashion.
• At least 1 year 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 any campaigns you wish to run
• In depth training in Repatriation and clients returning with 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 looking for a new challenge or have recently graduated from university, our client offer a truly unique proposition in the international wealth management space.

With an unrivalled support network consisting of the best in compliance, training, back office, recruitment, tech, and marketing, joining our client allows you to create a future to be proud of whilst living in some of the most amazing places in the world.

Regulation

The most important USP for our client is their strong regulatory background, that has been with us since inception.

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

Compliance

Underpinning their strong licensing and client offering is their dedicated internal compliance team. Their due diligence ensures they continue to develop new terms of business with investment and insurance providers, while staying ahead of regulatory changes.

They have an industry leading investment proposition, that is constantly reviewed by their investment committee. Their investment philosophy is based on four key principles: consistency, long term growth, quality investments and diversification.

Operational Support

Their advisers are supported by a large operations team, who handle queries from providers, trustees and clients to ensure the smooth issuance of new business advice.

Business Development

Business Development Managers are in place to introduce their unique proposition prior to setting up a first meeting with an adviser. They are also supported by a dedicated UK based marketing team, who create brochures, sales aids, advertising campaigns and much more.

Often overlooked, they have a strong team ethos. Their advisers, BDMs and administrative staff spend a lot of time together, and the sense of camaraderie is a real draw.

• 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 any campaigns you wish to run
• In depth training in Repatriation and clients returning with offshore solutions