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Senior Financial Planner: Flexible London Role
Ortus PSR Ltd.
City Of London
Presencial
GBP 80.000 - 110.000
Tempo integral
Há 27 dias

Resumo da oferta

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.

Serviços

Flexible working arrangements
Access to cutting-edge tools and resources
Supportive development culture

Qualificações

  • 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.

Responsabilidades

  • 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.

Conhecimentos

Technical expertise in pensions
Investment strategies
Tax-efficient planning
Exceptional communication
Relationship management
Analytical skills

Formação académica

Level 4 Diploma in Financial Planning
Descrição da oferta de emprego
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.
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* O salário de referência é obtido com base em objetivos de salário para líderes de mercado de cada segmento de setor. Serve como orientação para ajudar os utilizadores Premium na avaliação de ofertas de emprego e na negociação de salários. O salário de referência não é indicado diretamente pela empresa e pode ser significativamente superior ou inferior.

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