Financial Planner

Posted 28 January by Financial Divisions
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Financial Divisions are delighted to be supporting a very forward-thinking business, in their search for a Financial Planner. Due to continuing organic growth and a strong stream of client referrals, they are now looking to expand their advisory team.

If you wish to realise the value of your assets currently held within your client portfolio already, this proposition will be an excellent option.

I am looking for an experienced and proven Financial Planner, who is dynamic, client focussed and technically proficient.

As the Financial Planner, you will help to service an existing client base and develop new opportunities through referrals. Ideally, you will also be able to supplement this work with clients you already advise.

As the Financial Planner, you will benefit from full paraplanning and administration support, helping you provide an excellent level of service to the new and existing clients.

You will either be a Chartered Financial Planner or be working toward completion and have a minimum of five years’ experience with High-Net-Worth clients and appropriate investment / tax strategies.

Financial Planner - Employed or Self Employed

London

Salary £55k+

Reference: 38390271

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