I’m currently partnering with a leading wealth management firm who require a Financial Planner to join their team in London. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this last year.

With a client bank supplied, this individual needs to have experience managing high net-worth clients, and have a successful history of being able to deliver a high quality service, providing holistic financial advice.

Requirements:

*Minimum Diploma-qualified / Chartered desired
*Experience of giving regulated advice and with CAS / SPS
*Be able to demonstrate strong client service skills
*Need to be passionate, proactive, and be able to self-motivate

Perks:

*30 days annual leave plus bank holidays
*Discretionary bonus
*Flexible and hybrid working - London
*Private medical insurance
*Health-care cash plan
*Study support to develop and progress

If this role sounds like it could be for you, and you would like some more information please send your CV to


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