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Financial Planner

mbf.
Posted a month ago, valid for a month
Location

London, Greater London EC2V 7WS, England

Salary

£50,000 - £60,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A leading Financial Advisory practice in the UK is seeking motivated Financial Planners to join their team in London and the South East.
  • Candidates should have proven experience in financial planning and industry certifications, such as DipPFS or equivalent.
  • The role offers a starting salary between £55,000 and £70,000, with uncapped bonus potential and the opportunity to earn a six-figure salary.
  • Financial Planners will receive ongoing training and support while building and managing their own high-quality client book.
  • Flexibility in work arrangements is provided to enhance work-life balance, making this an exciting career opportunity for driven individuals.

In a tough market, some exceptional clients continue to grow their AUM year on year and a as result, are seeking to recruit motivated individuals with a vision for their long term future.

Are you a driven and motivated Financial Planner looking for an exciting career opportunity? We are currently recruiting Financial Planners for a leading Financial Advisory practice in the UK, serving clients in London and the South East. This well-established and rapidly growing firm is seeking individuals with a vision for building and managing their own high-quality client book.

Role Description:

As a Financial Planner in this role, you will enjoy the support, guidance, and resources provided by a prominent name in the wealth advice sector. You'll have the opportunity to provide first client service while developing and growing your own book of clients over a period of time with earnings increasing year on year, you will be in control of your own business/income.

Key Responsibilities:

  • Offer personalized financial advice and wealth management services to clients.
  • Build and manage a high-quality client book.
  • Make use of training, leads, and client resources provided by the company.
  • Maintain the highest standards of professionalism and integrity.
  • Stay current with industry trends and regulations.
  • Must be driven, hardworking and happy to network, proven training methods that have been a success for over 10 years will be provided but self-motivation and attitude are key.

On Offer:

  • Highly competitive base salary.
  • Uncapped bonus potential.
  • Genuine opportunity to earn a six-figure salary where you are in control of your earnings, not relying on a discretionary bonus.
  • Ongoing training and professional development.
  • A supportive and collaborative work environment.
  • Opportunities for career growth and advancement.
  • Staring salary £55-£70k, full OTE earning details on request. OTE to increase year on year.

Qualifications:

  • A strong commitment to providing exceptional client service.
  • Financial planning qualifications and industry certifications (DipPFS or equivalent).
  • Proven experience in financial planning.
  • Excellent communication and interpersonal skills.
  • Self-motivated and driven to achieve targets.
  • Knowledge of financial products and investment strategies.

Location:

This opportunity is based in London and the South East, where you'll find great potential for building and expanding your client base.

Work Schedule:

We offer highly flexible working arrangements to accommodate your needs and enhance work-life balance.

If you're a dedicated and ambitious Financial Planner looking to take control of your financial future while delivering exceptional client service, please apply for this role. Be part of this clients on-going success story and apply for this exciting opportunity today.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.