We are exclusively partnered with a boutique firm of financial planners who as a result of continued business growth, are looking to add to their City of London based financial planning team.
NOTE: This opportunity would suit a more ’servicing’ financial planner, rather than those who have strong desire to prospect new clients.
We are looking to speak with enthusiastic and forward-thinking financial planners, who will offer totally independent financial planning to a provided client bank.
Role Overview
*Deliver high quality, bespoke advice to clients
*Manage an existing, provided client bank
*Ensuring the highest standards of client care
*Attending industry seminars to ensure service given is up to date and relevant
*Full administrative & paraplanning support is provided
The Person
*c2 years+ financial planning experience (essential)
*Chartered status or studying towards (desirable)
The Package
*Basic starting salary of between £55,000 & £65,000
*Commission linked to new business & client retention
*Realistic OTE of c£80,000
*Extensive benefits package
To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.