Wealth Planner & Client Growth Advisor

mbi Staffing; Greater London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services provider in Greater London is seeking a dedicated professional to deliver personalized investment solutions and assist clients in achieving their long-term financial goals. The ideal candidate will have over 2 years of industry experience and relevant financial qualifications, ensuring they can provide accurate financial planning support. Join a firm that offers excellent administrative support to allow you to focus on client relationships and business development.

Qualifications

• Minimum 2 years of industry experience.
• Strong understanding of investment principles.
• Relevant financial planning qualifications.

Responsibilities

• Provide financial planning support to clients.
• Support investment professionals in client relationship cultivation.
• Build and maintain a client base.
• Prepare and verify accuracy of financial plans.

Skills

Client relationship management

Financial planning

Investment knowledge

Education

CII Diploma in Regulated Financial Planning

LIBF's DipFA (Level 4)

Job description

A leading financial services provider in Greater London is seeking a dedicated professional to deliver personalized investment solutions and assist clients in achieving their long-term financial goals. The ideal candidate will have over 2 years of industry experience and relevant financial qualifications, ensuring they can provide accurate financial planning support. Join a firm that offers excellent administrative support to allow you to focus on client relationships and business development.