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  • undisclosed

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    Job Description Financial Planner (Chartered/Certified) | Hybrid Policy | London | £ Package dependent on experience We are working with a growing FinTech firm based in London who deliver institutional level solutions to highly sophisticated private investors. Due to significant and sustained growth in client and asset base, they are looking to

    Job Source: undisclosed

Financial Planner

London

We are partnered with a prestigious firm of chartered financial planners who as a result of continued business growth, are looking to add to their London based financial planning team.

We are looking to speak with enthusiastic and forward-thinking financial planners, who will offer totally independent & professional advice to HNW/ UHNW clientele.

Considering the level of wealth held by the firm’s client base, the advice offered will prove both complex & highly interesting.

Role overview: full client specification is available

Deliver high quality, bespoke advice to HNW individuals & provide profitable, well researched recommendations

Manage an existing client base

Utilise leads in order to extend the existing client base & develop effective relationships

Attend industry seminars to ensure service given is up to date and relevant (set up and funded by the firm)

Full administrative & paraplanning support is provided

The Person:

C 3 years+ financial planning experience ( essential )

Experience in servicing HNW/ UHNW clients ( essential )

Chartered status/ close to completion essential )

Offering a basic starting salary of up to c £120,000 + equity options +lucrative commission structure.

To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.

Apply

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