Chartered Financial Adviser

Chartered Financial Adviser - London - £50K - £70K

Please get in touch if you are a Financial Planner who is looking for a new company to call home. Due to an extremely fruitful period of business, we are assisting a long-standing client who is expanding their Financial Planning team.

My client provides financial planning, wealth structuring and investment advice to high net worth clients and ultra-high net worth individuals resident in the UK and abroad.

Accountabilities:
The main accountabilities of the role are:

• Developing a client base and acting as the main point of contact, focussing on individuals with typically in excess of £1m of investable assets.
• Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets, with support from our in-house Technical Team.
• Contributing to the continued improvement of the client experience and the firm’s knowledge base.

The successful candidate will be a Chartered Adviser (or on track to acquiring Chartered status) with a minimum of five years experience of dealing with complex planning situations and able to demonstrate their own networks and ability to generate new business through those networks.

Who will this role suit?

The role will suit an individual with a positive and dynamic attitude who also has a strong and conscientious work ethic, and is keen to get broad-based experience across financial planning and investment management at a leading advisory firm.

Support for professional study is available and the company actively encourages staff to progress their careers.

Additional perks come as standard:

• Competitive salary.
• Company Pension and health care scheme.
• Season ticket scheme.
• Cycle to work scheme.
• Centrally-based offices in the heart of London with access to multiple methods of transport and allowing you access to a huge variety of restaurants, cafes, bars and shops.

Apply today to be considered for this Financial Adviser opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 when we assist them in securing a new career!