Financial Planner - Employed

Accountancy Divisions ,
London, Greater London
More Details
Job Type: Full-time
Salary: £45,000 per annum

Overview

Financial Planner - Employed Mayfair, London £45-55k plus bonus, pension, DIS, PMI, Income Protection, 20 days holidays Financial Divisions are delighted to be supporting a very forward-thinking business, in their search for a Financial Planner. Due to continuing organic growth and a strong stream of client referrals, they are now looking to expand their advisory team in the first of several expected hires. I am looking for an experienced and proven Financial Planner, who is dynamic, client focussed and technically proficient. As the Financial Planner, you will help to service an existing client base and develop new opportunities through referrals. Ideally, you will also be able to supplement this work with clients you already advise. As the Financial Planner, you will benefit from full paraplanning and administration support, helping you provide an excellent level of service to the new and existing clients. The role is based in the West-End offices, and they are supportive of flexible working practices. You will either be a Chartered Financial Planner or be working toward completion and have a minimum of five years’ experience with High-Net-Worth clients and appropriate investment / tax strategies. If you are a creative, driven, friendly, professional who is a self-starter, passionate about client service and looking to really contribute something to a culture, firm and team like my clients, please send your CV to Madeleine

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