Employed Financial Planner

  • Shortlist
Location London , Greater London
Sector Financial Services
Salary £35,000 - £55,000 Per Annum
Type Permanent
Consultant Dan Gratton
Ref 51875

Our client is a bespoke Financial Planning Firm, that are part of a larger network, based in the heart of London. Due to an extremely fruitful period of business, they are now looking to expand by adding a new member to the Financial Planning team, whilst also further extending and developing their back office and support team, to allow the new financial planning candidate to thrive and flourish. 

The Opportunity

The opportunity here is for a Financial Advisor, with a professional and level-headed approach to come in and help take on a number of the company’s client's moving forward, alongside building and growing this bank further. This opportunity would be suitable for any Level 4 Diploma qualified professionals, with prior advisory experience and ideally coming equipped with CAS status. In this role, as mentioned, you will have the chance to work with a number of the firms existing connections, with all your leads provided via referrals and professional introducers, whilst also looking to build up your asset base, via proactive hunting and personal development in addition to the leads and clients passed across. 

What’s needed for me to be considered?

  • Hold previous experience within an IFA / Financial Planning Practice in a financial planning/IFA role
  • Must be qualified to a minimum industry standard of Level 4 Diploma Qualified
  • Previous experience dealing with High Net Worth Clients desirable but not essential
  • CAS Status ideally. 
  • A strong understanding of Pensions and Investment products advantageous  

What next?

Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 when we assist them in securing a new career!

 Job Synonyms:                 

Financial Planner, Financial Adviser, Financial Advisor, IFA, Independent Financial Planner, Independent Financial Adviser, Wealth Manager, Wealth Planner