Chartered Financial Planner - National IFA - London
£40,000 - £75,000 plus Bonus & Benefits
CALLING ALL CHARTERTED FINANCIAL PLANNERS - Are you working in a truly professional environment? Does your firm offer the support you feel is key to be a successful Financial Planner?
Financial Divisions are currently working with a boutique IFA that are looking to expand their team of Financial Planners in their London Offices, a stone throw from Green Park station you are on the doorstep of designer label shopping and trendy bars. The location itself gives you an indication of the high end HNW clients the firm looks to attract.
As Chartered Financial Planner you do not need to have portable funds under management to bring with you to such a firm although this would be an advantage, but you will be tasked with progressing and developing a client portfolio of HNW clients offering holistic market advice. You will have a flow of clients through the business as they are expanding by acquisition bringing on an additional £150Million AUM.
As Chartered Financial Planner you will have achieved chartered status and have a strong background working in an IFA or Wealth Management environment. You will also be able to demonstrate a track record of client development through networking activities resulting in strong fee generation. A client bank with AUM is not a requirement but may be an advantage. For consideration please forward your CV to Katherine Goodman at Financial Divisions
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