Financial Planning Director

Role: Financial Planning Director

Location: London

Ref: 8982

Salary: £90,000-£110,000 + bonus

We are working with one of the UK’s largest Investment Houses who have a rare opportunity for a Financial Planning Director to join their London team.

Over the years, this company has built a trusted brand name, and an excellent reputation for high-value client services meaning this is a great organisation to align yourself with to help you deliver expert Financial Planning and Investment Management services to your clients.

With an existing portfolio client to inherit, an established network of professional partners, and a large team of in-house Investment Managers through which to engage with new clients you will have a strong foundation to build up your client base.

To help you deliver the best level of service to clients, you will receive dedicated paraplanning and administration, access to subject matter experts, alongside support with marketing and client events.

They offer a starting salary of up to £110,000 + an extensive benefits package and a competitive bonus structure. As a company, they put a big emphasis on professional development, offering routes to progress depending on your desired career path.

Their ideal candidate will be a Financial Planner with 5+ years of experience who has demonstrated their ability to build relationships with professional stakeholders alongside managing a portfolio of HNW/UHNW private clients. Chartered qualification is desirable but not a prerequisite.

If you want to align yourself with one of the leading industry names and work for a company that will reward your long-term commitment, then please get in touch, or apply online to find out more.