Financial Planner

Synchronicity Group

Posted a month ago, valid for 5 days

London, Greater London EC2V7NQ, England

Full Time

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Sonic Summary

Our client is a leading technology-focused financial planning firm seeking an experienced financial planner to join their growth journey.
The position offers pre-qualified meetings with warm lead clients and full support in expanding your client book.
Candidates should have at least 1 year of experience managing their own clients and must be Level 4 qualified, working towards Chartered status.
The role includes opportunities for business development through seminars and networking events, with no requirement for paraplanning or admin tasks.
The firm provides flexibility with remote meetings, while encouraging in-office collaboration a couple of days a week.

Our client is a leading technology focused financial planning firm who are on an exciting growth trajectory and looking for their next experienced financial planner to join them on their journey.

You will be given pre-qualified meetings with warm lead clients to convert and full support in growing your book. You will be entrepreneurial and enjoy business development and be eager to participate in things like seminars and networking events. You will have at least 1 years experience of managing your own clients and be at least Level 4 qualified and on your way to Chartered status.

You will be supported by a highly technical and competent Paraplanning team with no requirement to do your own paraplanning or admin.

Our client offers great flexibility with most internal and external meetings completed remotely, but do encourage people to be in the office a couple of days a week to contribute to the ongoing growth of the business and be part of the team.

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