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Financial Planner based in London, competitive salary with excellent benefits and clients provided
Role & Responsibilities
- Comply with the Training and Competence Scheme
- Management of a portfolio of existing clients, ensuring that planning opportunities are identified and, where appropriate, pursued
- Provide appropriate financial planning advice.
- Be responsible for the delivery of your part in the growth plans for the specific office.
- Continuous development of relationships
- Increase the level of client penetration
- Maintain an up to date technical knowledge of personal tax and financial planning and related matters
- Deal with ad hoc client advisory and planning issues as they arise on the client portfolio
Skills, Knowledge and Experience
- Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner
- Holds substantial financial planning experience
- Team player with excellent communication skills both oral and written
- Adaptable, organised with a commercial approach
- Ability to exercise judgement and work without close supervision
- Ability to proactively manage existing client relationships and to develop new relationships
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
