Financial Planner
other jobs mbf.
Added before 3 Days
- England,London,City of London
- Full Time, Permanent
- £65,000 - £80,000 per annum
Job Description:
Full job descriptionChartered Financial Planner - London
To £80,000 plus bonus and an exceptional benefits package
We are working with a well-established national wealth management business to recruit a Chartered Financial Planner into their London office.
Our client is a chartered firm with a national presence and an excellent reputation, forming part of a larger financial services group. They deliver holistic advice across retirement planning, investments, protection and tax planning to clients throughout the UK.
The opportunity
*This is an immediate vacancy created by the retirement of an existing Financial Planner. The successful candidate will take over an active, established client bank producing in excess of £300,000 in recurring revenue, with access to new business opportunities alongside it. The role is based from the London office with hybrid working available.
Key responsibilities
*Provide financial planning advice to individuals through comprehensive KYC and needs analysis, identifying solutions within the principles of best advice and suitability
*Manage the transition of the client bank from the retiring adviser, ensuring continuity of service and maintaining strong client relationships
*Work alongside the support team to produce advice reports to business and regulatory standards, and implement agreed solutions
*Manage workflow with the support teams so that administration meets the firm’s record keeping and file quality requirements
*Deliver ongoing services to existing fee-paying clients to the agreed service level
*Deal with advice enquiries from within and outside the business, promote services to external introducers and work with colleagues across the wider group to identify new opportunities
*Maintain competence in line with the FCA’s Statements of Principles and the firm’s Training and Competence scheme
What you will need
*Chartered status with the CII, or working towards it
*A current Statement of Professional Standing from the CII
*A minimum of three years’ relevant industry experience
*Comprehensive industry and technical knowledge
*Excellent interpersonal and communication skills
*The ability to work in a structured, efficient manner, making effective use of support staff
Package and benefits
*Base salary to £80,000
*Annual performance-related bonus
*Pension with employer contributions of up to 12%
*Life assurance at 6x pensionable salary, flexible up to 18x
*Company-funded private medical cover, with the option to add family or partner cover
*Income protection at 60% of salary, with the option to increase to 75%
*Six months’ full pay under short-term disability after one year of service
*£150 per year towards health screening
*25 days’ holiday, with the option to buy or sell up to five days
*Hybrid working
If this opportunity could be of interest, please apply and we can discuss it in more detail.
To £80,000 plus bonus and an exceptional benefits package
We are working with a well-established national wealth management business to recruit a Chartered Financial Planner into their London office.
Our client is a chartered firm with a national presence and an excellent reputation, forming part of a larger financial services group. They deliver holistic advice across retirement planning, investments, protection and tax planning to clients throughout the UK.
The opportunity
*This is an immediate vacancy created by the retirement of an existing Financial Planner. The successful candidate will take over an active, established client bank producing in excess of £300,000 in recurring revenue, with access to new business opportunities alongside it. The role is based from the London office with hybrid working available.
Key responsibilities
*Provide financial planning advice to individuals through comprehensive KYC and needs analysis, identifying solutions within the principles of best advice and suitability
*Manage the transition of the client bank from the retiring adviser, ensuring continuity of service and maintaining strong client relationships
*Work alongside the support team to produce advice reports to business and regulatory standards, and implement agreed solutions
*Manage workflow with the support teams so that administration meets the firm’s record keeping and file quality requirements
*Deliver ongoing services to existing fee-paying clients to the agreed service level
*Deal with advice enquiries from within and outside the business, promote services to external introducers and work with colleagues across the wider group to identify new opportunities
*Maintain competence in line with the FCA’s Statements of Principles and the firm’s Training and Competence scheme
What you will need
*Chartered status with the CII, or working towards it
*A current Statement of Professional Standing from the CII
*A minimum of three years’ relevant industry experience
*Comprehensive industry and technical knowledge
*Excellent interpersonal and communication skills
*The ability to work in a structured, efficient manner, making effective use of support staff
Package and benefits
*Base salary to £80,000
*Annual performance-related bonus
*Pension with employer contributions of up to 12%
*Life assurance at 6x pensionable salary, flexible up to 18x
*Company-funded private medical cover, with the option to add family or partner cover
*Income protection at 60% of salary, with the option to increase to 75%
*Six months’ full pay under short-term disability after one year of service
*£150 per year towards health screening
*25 days’ holiday, with the option to buy or sell up to five days
*Hybrid working
If this opportunity could be of interest, please apply and we can discuss it in more detail.
Job number 4076427
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