Partner Track Financial Planner | Equity Potential

Jenson Fisher Consulting Ltd; City Of London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading financial planning firm in London is seeking an experienced Financial Planner to join as a Partner. The ideal candidate will manage a portfolio with a strong client base, develop revenue opportunities, and benefit from a collaborative and supportive team environment. Chartered qualification and 4-6 years of advising experience are required. This role offers a competitive salary and potential bonuses.

Benefits

Bonus and equity potential

Collaborative team environment

Qualifications

• 4-6 years of advising experience in financial planning.
• Chartered via CII certification.

Responsibilities

• Manage a huge mass affluent/UHNW client base with a high conversion rate.
• Develop revenue streams for clients and the business.
• Collaborate with a team for skill and earning potential growth.

Job description

A leading financial planning firm in London is seeking an experienced Financial Planner to join as a Partner. The ideal candidate will manage a portfolio with a strong client base, develop revenue opportunities, and benefit from a collaborative and supportive team environment. Chartered qualification and 4-6 years of advising experience are required. This role offers a competitive salary and potential bonuses.