Associate Financial Planner - London - £55k

£50,000 - £55,000 yearly
  • Recruit UK
  • City of London, London, UK
  • 17/11/2021
Full time Trainee / Apprentice Financial Adviser / IFA Financial Planner Wealth Manager

Job Description

Job Title: Associate Financial Planner

Industry: Wealth Management

Location: City of London

Salary: £55,000

Reference Number: 15731

Early on in your career as a Financial Adviser?

Looking for a role that offers clear-cut progression to Partner?

Want to join a firm that has truly pioneered the Wealth Management profession?

Recruit UK is working on an excellent opportunity for an Associate level Financial Planner in London to join one of the UK’s leading fully integrated Wealth Managers.

With a presence across the UK and a reputation for its modern approach to the advice market, this company has enjoyed considerable growth over the years and is showing no signs of slowing down.

In this role, you will be joining their top-performing team, which has over 40 Financial Planners and dedicated technical support. There is also a large team of Investment Managers/Advisers that you can work closely with to build up a portfolio of clients.

With a focus on professional growth, they will support you to develop your skills across technical advice, business development, and client relationships management, giving you a platform to become an expert Financial Planner.

What’s in it for you:

  • Salary up to £55,000
  • Discretionary bonus
  • Full benefits package
  • Leading development program
  • Clear cut progression up to Partner level

Skills and experience required:

  • Level 4 Diploma (CII, CISI, LIBF)
  • Chartered Status (desirable)
  • Strong technical knowledge of Financial Planning
  • Proven ability to manage client relationships and provide complex advice

 Get in touch or apply online to find out more about this opportunity!

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 Wealth Manager based in London on an Associate Financial Planner role.


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