Senior Financial Planner – End-to-End Advisory, Tech-Driven

Nova Wealth; City Of London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial planning startup in London is looking for an experienced Financial Planner to join their specialist team. The role involves creating tailored financial advice, overseeing complex planning projects, and enhancing processes. Ideal candidates have around 5 years of experience, with a focus on client relationships and innovation. The position offers a competitive salary, benefits including private medical insurance, and opportunities for equity in the company.

Benefits

Competitive salary

Bonus

Private medical insurance

Flexible working hours

Electric vehicle leasing

Mental health support

Qualifications

• 5 years of experience preparing financial advice for clients.
• Understanding of estate planning, trusts, and pension rules.
• Experience in cashflow modelling.

Responsibilities

• Create brilliant advice for customers.
• Be the go-to technical expert for complex cases.
• Own the end-to-end advice process.

Skills

Client centric

Technical expertise

Attention to detail

Innovative thinking

Negotiation skills

Education

Chartered Financial Planner or near Chartered with 1-2 exams remaining

Job description

A leading financial planning startup in London is looking for an experienced Financial Planner to join their specialist team. The role involves creating tailored financial advice, overseeing complex planning projects, and enhancing processes. Ideal candidates have around 5 years of experience, with a focus on client relationships and innovation. The position offers a competitive salary, benefits including private medical insurance, and opportunities for equity in the company.