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Senior Chartered Financial Planner

£80,000 to £150,000
Job Type
9 Sep 2022

We are partnered with a prestigious firm of financial planners who as a result of continued business growth are looking to add to their 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/ UHNW 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 specification is available

  • Deliver high quality, bespoke advice to HNW individuals & provide profitable, well researched recommendations
  • 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 (set up and funded by the firm)
  • Full administrative & paraplanning support is provided

The Person:

  • C 3 years+ financial planning experience (essential)
  • Experience in servicing HNW/ UHNW clients (essential)
  • Level 6 qualified (essential)

Offering a basic starting salary of up to c £110,000 + bonus (negotiable & bespoke depending on seniority level). Our client will look at providing the best remuneration package possible based on the quality & experience of the successful individual & this will be complemented by a fantastic benefits package.

To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.

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  • Job Reference: 708121120-2
  • Date Posted: 9 September 2022
  • Recruiter: Taylor James Professional Recruitment
    Taylor James Professional Recruitment
  • Location: London
  • Salary: £80,000 to £150,000
  • Sector: Banking & Financial Services
  • Job Type: Permanent