Financial Planner

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2022-08-10 10:17:311970-01-01Jenson Fisher
Job TypePermanent Full Time
AreaCentral London, EnglandCentral LondonEnglandLondon
SectorFinancial Services - Financial Planner
Salary£70000 - £80000 per annum
Start DateASAP
Job RefV-34440
Job Views59
My client is a multi-award winning, independently-owned business that have made a point of growing organically and with care, never looking to mergers or acquisitions as a quick source of growth, but instead cultivating relationships and building talent from within. That way they can be sure not only their staff, but all of their clients also share their core values and they can prioritise uncompromised client service. Being one of London's most reputable and distinguished Investment & Wealth firms, this is a fantastic opportunity to join them as a Financial Planner and inheriting a book of clients to get you started. 

They require a Financial Planner to provide financial planning services to new and existing clients, with less complex financial planning needs, and to take an active role in business development activities for the firm.

  • Targeting the acquisition of new clients for the company through Business Development activities; pro-actively representing the business and taking the initiative to meet new potential clients;
  • Contacting clients that are currently unengaged with their service, rebuilding the relationship through financial planning advice;
  • Work with investment managers to identify opportunities for existing clients;
  • Actively refer clients and prospects to other services and specialisms offered;
  • Service clients on an ongoing basis, conducting annual reviews and ensuring that the client remains on track to achieve their objectives; and
  • Carry out all activities in a compliant manner in line with internal procedures and regulatory requirements.

  • Educated to A level or equivalent
  • Must hold the Diploma in Regulated Financial Planning (DipPFS) qualification
  • Previous experience of providing financial planning advice to clients
  • Previous experience in relationship management is advantageous
  • Previous use of Voyant or alternative Cashflow software is advantageous
Job TypeClear
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