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Financial Planner - London

Reference:

VAC-31

Sector:

IFA/Independent Adviser, Wealth Management

Salary:

£40,000 to £65,000 Per Annum

Benefits:

Competitive basic salary, pension and other flexible company benefits

Town/City:

London

Contract Type:

Permanent

Financial Planner

London

This wealth management company has an exciting opportunity for Financial Planners in their London to join our growing team. They aim to deliver the most professional, technically competent, independent advice and service to their clients. This is a great opportunity to become a member of the team and develop your career.

Responsibilities

The aim of this role is to provide first class long term tax and financial planning services to ensureclients’ needs are satisfied compliantly and efficiently. To maximise new business opportunities and retain the company’s growing client base. You will be provided with full paraplanning and administration support from an office-based team, allowing you to focus on delivering exceptional service to clients.

Qualifications and experience

You must have at least three years’ experience working as a Financial Planner and will have a proven track record providing high levels of service and advice. Ideally you will hold full Chartered status, however they will consider financial planners who are close to achieving this.

Salary and benefits

  • The salary is negotiable depending on experience, qualifications and track record.
  • Excellent Company Benefits package including a non-contributory Pension Scheme, Private Medical Insurance, Income Protection, Critical Illness and Death in Service, Generous holiday allowance, Corporate gym membership etc.

If you are interested in this or other similar roles, please do not hesitate to get in contact.

This is only one of many vacancies we are handling. Advance Search & Selection Ltd is a specialist within Financial Services and Pensions recruitment. Areas of expertise include Independent Financial Advisers, Employee Benefits, Compliance, Pensions, Paraplanners, Sales Support, T&C etc