Chartered Financial Planner – London
Salary
60-90k (dependent on expertise and experience)
Location
London
Job Type
Full Time
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Recruit UK are currently representing a city-based Chartered IFA who are looking to recruit a Senior Financial Planner to meet their growing demand.
The firm specialise in providing bespoke financial advice to HNW with clients with between £1-2million Investable Assets. Due to their seminar programme which generates a large amount of interest, their team are booked up for the next 2 months. On top of their networking/seminar activity, they revive a large number referrals through existing clients.
What’s on offer:
- Basics salary in the region of £60-90k (dependent on expertise and experience)
- Competitive bonus work at 2x validation then 25% of all business
- Full support from Chartered Paraplanner, Client Manager and Administrator
- High level of business provided – no pressure on adviser to develop business
- Central office 5-minute walk from Victoria
- Chartered Financial Planner (CII or CISI)
- Extensive experience advising HNW clients
- Broad knowledge on all aspects Financial Planning
- Strong client relationship skills