Senior Financial Planner
Must-have:Senior
About the company
We are exclusively partnered with a chartered firm of financial planners who as a result of continued business growth, are looking to add to their City of London based financial planning team.
Your tasks
We are looking to speak with enthusiastic and forward-thinking Senior Financial Planners, who will offer totally independent financial planning to a provided client bank.
- Provide tailored financial planning advice to an established bank of clients, building trusted, long-term relationships.
- Conduct comprehensive financial reviews, identifying clients’ goals and developing plans around their needs & circumstances.
- Advise on pensions, investments, retirement planning, protection and estate planning, drawing on specialist support where appropriate.
- Generate new business through client referrals, professional introductions & networking.
- Build relationships with solicitors, accountants and other professional connections
Requirements
The Person
- c4 years+ financial planning experience (essential)
- Chartered status/ near to completion (essential)
What we offer
The Package
- Basic starting salary of up to c£100,000
- Commission/ Bonus Options
- Extensive benefits package
How to apply
To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.