Senior Financial Planner
other jobs Taylor James Professional Recruitment
Added before 4 Days
- England,London,City of London
- Full Time, Permanent
- £70,000 - £90,000 per annum
Job Description:
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.
We are looking to speak with enthusiastic and forward-thinking Senior 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
*c4 years+ financial planning experience (essential)
*Chartered status/ near to completion (desirable)
The Package
*Basic starting salary of up to c£90,000
*Commission linked to new business & client retention
*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.
We are looking to speak with enthusiastic and forward-thinking Senior 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
*c4 years+ financial planning experience (essential)
*Chartered status/ near to completion (desirable)
The Package
*Basic starting salary of up to c£90,000
*Commission linked to new business & client retention
*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.
Job number 3349895
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Company Details:
Taylor James Professional Recruitment
Company size: 5–9 employees
Industry: Recruitment Consultancy
Taylor James is a specialist recruitment partner to the financial services industry. Our tailored approach enables us to source the highest calibre of...