Independent Financial Planner - Existing clients

We are pleased to be working with a well-established and successful financial planning firm based in London and focussing on HNW clients who work in the City.

Owing to a period of expansion, both organic and as a result of acquisition, our client requires a Financial Planner to join the firm and provide holistic financial planning advice to both existing clients of the company whilst developing and build new business relationships. Provide excellent levels of client service is of paramount importance. Our client has a significant client bank with Funds Under Management for the successful individual to continue supporting.

Candidates need to come from an IFA / Financial Planning background and have a proven track record of providing high quality advice across a range of financial planning areas. Chartered / Advance Diploma qualifications are desirable, with Diploma as a minimum.

In return, candidates can expect to receive a competitive basic and benefits package, strong earning potential, existing clients and above all a friendly, professional and supportive culture with which to work within.

Sector Financial Services
Region London
LocationCity of London
Salary£40,000 to £50,000 basic
Job typePermanent

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