Senior Financial Planner: Flexible London Role

Ortus PSR Ltd.; City Of London; On-site; GBP 80,000 - 110,000; Full time

Job summary

A prestigious Wealth Management firm in London seeks a skilled Financial Planner to manage a thriving client base. The role involves delivering exceptional financial advice, maintaining client relationships, and working in a supportive, growth-oriented environment. With a competitive salary and flexible working arrangements, this opportunity promises professional development and access to advanced tools for enhancing client outcomes.

Benefits

Flexible working arrangements

Access to cutting-edge tools and resources

Supportive development culture

Qualifications

• Level 4 Diploma-qualified Financial Planner, ideally working towards Chartered status.
• Strong technical expertise in pensions, investments, and tax-efficient planning.
• Exceptional communication and relationship management skills.

Responsibilities

• Managing relationships with an established portfolio of clients.
• Crafting bespoke financial plans tailored to clients' individual goals.
• Staying updated with regulatory changes and financial strategies.

Skills

Technical expertise in pensions

Investment strategies

Tax-efficient planning

Exceptional communication

Relationship management

Analytical skills

Education

Level 4 Diploma in Financial Planning

Job description

A prestigious Wealth Management firm in London seeks a skilled Financial Planner to manage a thriving client base. The role involves delivering exceptional financial advice, maintaining client relationships, and working in a supportive, growth-oriented environment. With a competitive salary and flexible working arrangements, this opportunity promises professional development and access to advanced tools for enhancing client outcomes.