Accountancy Divisions
,
London, Greater London
Financial Planner
|
Job Type: Full-time |
---|---|
|
Salary: £55,000 per annum |
Overview
Job Title: Financial Planner Salary: £55000 Benefits Location: London Financial Divisions are currently working with one of London’s leading IFA’s. The firm is seeking a Financial Adviser to join the team across their HNW divisions. They are a national Wealth Management firm that have grown organically and via acquisition over the last few years and have ambitious growth plans going forward. They currently have around 300 advisors, 30 of which are based in the London office. As a result of a recent acquisition, they are looking for someone to manage a portfolio of clients they acquired. The role will be to arrange an initial meeting with each of these clients and build an effective working relationship, which will allow you to gain further business from them, as well as obtain further leads and referrals. They envisage that this will take around 3 days a week to achieve, allowing the successful applicant time to continue working on any existing clients they have whilst building their own network of professional introducers. You will work within the firm’s excellent structure and support function being given access to leads and the support of Paraplanners and administrative staff. You will be tasked with offering an exceptional level of client service for client’s financial planning requirements across a variety of products with an unrestricted market approach. For immediate consideration please forward your CV to Madeleine Kerrane at Financial Divisions