"Shape the Future of Wealth Management While Managing a Thriving Client Base"
Are you a highly technical Financial Planner looking for an exceptional opportunity to manage an established client base? A prestigious Wealth Management firm based in London is seeking a skilled and analytical professional to join their expert team. This role offers an exciting blend of client relationship management and technical planning in a dynamic and supportive environment.
Competitive salary of up to £110,000, dependent on experience.
Flexible working arrangements to support a healthy work-life balance.
Access to cutting-edge tools and resources to enhance client outcomes.
Why This Opportunity Stands Out:
- Established Client Base: Step into a ready-made portfolio of high-net-worth clients who value expert guidance and long-term partnership.
- Technical Excellence: Join a firm renowned for its meticulous approach to financial planning, where quality advice and compliance excellence are paramount.
- Professional Development: Thrive in a collaborative culture that supports growth through continuous learning and encourages innovation in wealth management strategies.
- Central London Location: Work in a prime London location, combining prestigious surroundings with excellent transport links.
The Role:
- This is a key role for a technically adept Financial Planner who thrives on delivering high-quality, compliant advice. Responsibilities include:
- Managing and nurturing relationships with an established portfolio of clients, ensuring their financial planning needs are met with precision and care.
- Crafting bespoke financial plans tailored to clients' individual goals and circumstances, covering pensions, investments, and estate planning.
- Keeping up to date with the latest regulatory changes and financial planning strategies to provide the best advice possible.
- Collaborating with an experienced support team to ensure seamless service delivery.
Who You Are:
- A Level 4 Diploma-qualified Financial Planner, ideally working towards Chartered status.
- Strong technical expertise in pensions, investments, and tax-efficient planning.
- Exceptional communication and relationship management skills, with a genuine passion for client care.
- Analytical and detail-oriented, with the ability to distil complex information into clear, actionable advice.
If you’re ready to advance your career in a firm where technical excellence and client-centric values are at the heart of everything they do, we’d love to hear from you.
Apply today to explore this exciting opportunity!