We are exclusively partnered with a boutique firm of financial planners who as a result of continued business growth, are looking to add to their City of London based financial planning team.
We are looking to speak with enthusiastic and forward-thinking Senior Financial Planners, who will offer totally independent financial planning to a provided client bank.
Role Overview
- Deliver high quality, bespoke advice to clients
- Manage an existing, provided client bank
- Ensuring the highest standards of client care
- Attending industry seminars to ensure service given is up to date and relevant
- Full administrative & paraplanning support is provided
The Person
- c4 years+ financial planning experience (essential)
- Chartered status/ near to completion (desirable)
The Package
- Basic starting salary of up to c£100,000
- Commission linked to new business & client retention
- Extensive benefits package
To be considered for this opportunity, please submit the latest version of your CV.
