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Financial Planner, London

£40000 - £45000 plus benefits and bonuses

We are pleased to represent this directly authorised Financial Advisory firm as they look to grow their Advisory team in its London office.

The Responsibilities

  • Provide HNW and affluent clients with holistic advice
  • Start to build relationships with new and existing clients, creating reviews and bespoke financial plans. You do not need to bring your own clients
  • You will be provided with support to take industry exams to further your professional development
  • Full paraplanning and administration support is provided, you are not required to produce your reports
  • The support team will assist with producing clear, accurate and compliant reports for your clients. This includes high level financial plans based on the clients’ financial situation, and suitability and investment reports

About You

  • Suitably qualified, preferably at or near Chartered Financial Planner status
  • Minimum 5 years’ client facing experience
  • Proven track record in terms of client facing skills backed up by excellent fee generating track record
  • An in depth technical knowledge and understanding of all financial planning areas
  • Excellent questioning and listening skills particularly in uncovering clients’ objectives
  • Strong interpersonal skills, with excellent communication (verbal and written) and the ability to build strong, lasting relationships
  • This role is fully supported by in-house investment specialists, technical experts and administrators enabling advisers to focus on advice
  • Along with a generous basic salary, there is excellent earnings potential through our bonus and benefits package
Employment type: 
Employed (Full Time)
Financial Planning
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