Financial Planner

  • Home
  • Financial Planner
a
Financial Planner

City of London

Post Date, 20/03/2024

Salary: 65000-75000 per annum

Permanent

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.
  • Starting salary £65-£75k, OTE well into six figures after two years.

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.

Job Responsibility
Contract Details
  • Contract Type: Permanent
  • Salary Type: per annum
  • Total Applications: 25
  • Last Date: 08/01/2025
Contact us or Apply now

Upload CV (pdf,docx,txt) *

You will be contacted on your provided email address.

Copyright © 2022 Auto Managing Privacy Policy.