Desk-Based Financial Planner- London- £40k- £50k basic OTE £70k

  • Recruit UK
  • London, United Kingdom
  • 19/06/2017
Full time Financial Adviser / IFA Financial Planner Wealth Manager

Job Description

Our client is a successful and innovative financial planning firm who offer bespoke whole of market financial and investment advice to private and corporate clients. Their clientele is expanding and have the need to grow.

They are seeking a Financial Planner to join their established desk-based team in central London. This role is to predominantly service clients who have £250k in investable assets on all aspects of financial advice such as investments, pensions, protection and inheritance tax planning.

What is on offer?
• Salary of £40-50k OTE of £70k
• 100% clients to work with
• Central London office with a full supplement of back office staff
• Company pension and perks
• Full support giving towards your Chartered qualifications
• 4* DIS
• 4 * Critical Illness
• PHI/ PMI
• 25 days holiday, up to 30 with service

To be considered for this role you with have minimum the level 4 diploma in Financial Planning. Have previous experience of either giving advice, paraplanning or as a mortgage adviser.

You will be outgoing and confident with the ability to speak to many different clients. As well as the required qualifications, you will have a good understanding of the industry and have a minimum of 3 years experience.

The desk based role will consist you to have a good telephone manner and for you to be able to articulate yourself effectively.

To apply for this jobs click apply below or call Frankie Pailing at Recruit UK on 01179 170413, please quote Financial Planning today jobs and reference 11612.