We are partnered with a prestigious firm of chartered 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 financial planners, who will offer totally independent & professional advice to HNW clientele.
Considering the level of wealth held by the firm’s client base, the advice offered will prove both complex & highly interesting.
Role overview: full client job specification & commission structure available
*Deliver high quality, bespoke advice to HNW individuals
*Manage an existing client base
*Utilise leads in order to extend the existing client base & develop effective relationships
*Attend industry seminars to ensure service given is up to date and relevant
*Full administrative & paraplanning support is provided
The Person:
*Chartered status (essential)
*C 3 years+ financial planning experience (essential)
*Experience in servicing HNW (essential)
Offering a basic starting salary of up to c £100,000 + lucrative commission structure & an 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.