Job Description

Job Title: Financial Planner

Location:

London

My client is a independent nationwide financial services firm dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, they provide comprehensive financial planning and investment management solutions. They are looking to recruit an experience financial planner.

The role:

To provide best in class financial advice to HNW clients.

Gather accurate and comprehensive client information, before formulating recommendations.

Address client queries in an efficient and timely manner.

Consistently uphold a commitment to delivering sound and suitable recommendations.

Ensure timely provision of pertinent documentation.

Engage in prospecting and connecting with potential clients, in alignment with the firm's strategic business plan.

Uphold the principles of Treating Customers Fairly (TCF) to guarantee equitable treatment of clients.

Maintain an up-to-date Statement of Professional Standing (SPS).

Accurately record and uphold relevant Continuing Professional Development (CPD).

If you are a dedicated and results-driven individual with a passion for helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.

Job Types: Full-time, Permanent

Pay: 70,000.00-100,000.00 per year

Benefits:

Company pension Private medical insurance Work from home
Licence/Certification:

Diploma in Financial Planning (required)
Work authorisation:

United Kingdom (required)
Work Location: Hybrid remote in London EC2Y