Employed Financial Planner (London)

  • Shortlist
Location London
Salary £50,000 - £80,000 Per Annum
Type Permanent
Consultant Joe Cowell
Ref 47213

The Client

A fantastic chance has arisen to join an award winning financial planning firm with offices throughout the UK. This firms holds an exceptional reputation within the industry and throughout the globe, providing a bespoke and high class service to their valued Clientele.

Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have a rich history supporting their clients for over 100 years with their financial planning and investment needs.

The Opportunity

This is a fantastic position for an experienced Financial Advisor to join a firm that can offer genuine career development to top level Financial Planners, by offering such a broad proposition of technical advice as well as offering exam and study support for candidates looking to further their technical knowledge and qualifications.

Due to the ongoing expansion of this post, the successful Advisor will be given an bank of HNW Client and tasked with servicing this and building upon this.

You will have a qualified and experienced paraplanning team to assist you and will be provided with a competitive employed salary and strong benefits being provided by a well-established firm.

What’s needed for me to be considered?

  • You will be Level 4 diploma qualified (Ideally holding an AF exam)
  • Currently an established Advisor with CAS status
  • Excellent sales and presentation skills
  • Excellent telephone manner and client facing skills
  • Driven and motivated to achieve targets
  • Track record or producing good levels of business within an IFA environment.

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 in vouchers if we assist them in securing a new career.

Job Synonyms:            

IFA, Financial Advisor, Financial Adviser, Independent Financial Planner, Financial Planning Manager, Private Client Advisor

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