Financial Planner - City of London

  • Recruit UK
  • London, UK
  • 09/06/2020
Full time Financial Planner

Job Description

Job Title: Financial Planner

Industry: Financial Advice

Location: City of London

Salary: Competitive Salary

Reference Number: 14734

Job Description:

Are you looking to join a company that has fully embraced technology?

Do you like the idea of being part of a newly established rapidly growing firm?

Do you want to be able to offer your clients something different?

If so then read on…

Recruit UK are excited to be working with a newly established city-based firm who have pioneered a new way of delivering clients expert financial advice. Having built the foundations for a successful wealth planning business, they are now looking to hire like-minded Financial Planners, who want to be part of a success story.

With a background in technology and wealth management the Founding Partners of drawn on their expertise to build an advice business that utilises and embraces technological advancements, whilst keeping the client-centric relationship focus at the heart of their model.

They truly believe they have built something unique, and the model has proven to be successful over the past through months of lockdown, due to their ability to onboard new clients remotely.


What’s in it for you:

  • Salary negotiable depending on adviser
  • Earnings worked out on revenue share (supplemented in initial years)
  • Expert support from a team of Chartered Paraplanners
  • Unique technology to benefit you and your clients
  • Autonomy and freedom to do what works for you


Skills and experience required:

  • Level 4 Diploma
  • Experience in offering complex financial advice
  • A business development mindset
  • Someone who always puts the client first


If you want to join a company that invests in you and will give you the support you need to go out there and win new business then get in contact to find out more!


About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm based in London on a Financial Planner role.


Our commitment to you:

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.