Financial Planner

Posted 6 January by MB Fitzgerald
Easy Apply

Register and upload your CV to apply with just one click

A leading independently owned wealth managers based in Central London currently have a requirement for a highly motivated Financial Planner to join their busy, highly profitable team.

My client manages upwards of £4B of client funds on a discretionary basis and is now seeking to recruit a DipPFS qualified Financial Planner to help service and further develop a book of HNW clients. Their niche market is advising clients within minimum of £1M of investable assets, you must comfortable communicating and working at that level.

This is primarily an investment focussed role but will encapsulate all areas of financial planning. Although high quality clients and leads are provided, my client needs an individual who can close deals, this is a necessity. You will be expected to work hard but you will be well rewarded, this role is very much suited to a career focussed individual.

Could suit individuals from networks, must a have a sales focused mentality. You will be expected to work hard but you'll be very well rewarded. Focussing on the UHNW sector with an average client having £4M of investable assets, candidate must be comfortable working with and developing new business at this level.

In return, you will be working for a genuine top tier organisation who can offer a first class working environment along with a well above market average salary, bonus and benefits package.

Reference: 41438548

Bank or payment details should never be provided when applying for a job. For information on how to stay safe in your job search, visit SAFERjobs.

Report this job