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Reed
,
London, Greater London
Financial Advisor
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Job Type: Full-time |
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Salary: £35,000 per annum |
Overview
Financial Planner - Wealth Management – London – Employed - 45k Circa My client is looking for a chartered financial planner on the way to or already chartered. A book of business would be advantageous but not essential to the role. We work on a pod system where you will have your own designated team of Paraplanners and Administration staff to support your success. So what does a financial planner do? Financial planners work with individuals, families, and businesses to help these clients understand their financial circumstances and how to reach their short-term and long-term financial objectives. Prospecting, which is the process of finding new clients, is a substantial part of a financial planner's job. A little about the company A growing business that values people and potential. We know that our staff are our most valuable asset, so we look to hire great people and create a working environment that brings out the best in everyone. You’ll find a collegiate atmosphere that celebrates quality over quantity. Our portfolio managers are Chartered Financial Analysts and our firm has Chartered Financial Planning status. In terms of our approach, we’re committed to doing thing the right way. We are also committed to remaining a staff-owned business. This is important because it keeps our interests firmly aligned with those of our clients. Boutique wealth management firm based in the City of London. We manage investments and provide financial advice for individuals, companies and charities across the UK. We’re a close-knit team of around 60 people with a relatively flat management structure. Everyone is encouraged to contribute their ideas to help us continuously improve what we do. If successful in your application a Reed consultant will contact you to discuss in more detail.