Financial Planner
Salary
55000
Location
London
Job Type
Full Time|Work From Home
This position has now been filled. If you are looking for a job, let us help you find a similar job.
Job Title: Financial Planner
Industry: Financial services
Location: London
Salary: £55,000
Job Reference: 15635
Job Description:
Recruit UK is working on an excellent opportunity for a desk-based Financial Planner to join an award-winning, boutique Chartered IFA to provide a holistic financial planning service to new and existing clients.
You will work closely with two other Senior Advisers and a fantastic team of back-office staff. In the role, you will be managing an existing portfolio of clients provided to you. In the role, the primary focus is on nurturing the relationship between yourself and those clients, there is no real requirement to generate your own business or bring a client bank across.
Benefits:
- Attractive bonus scheme that rewards both the servicing of new and existing clients
- Flexible around being home based/office-based
- Comprehensive benefits package
- Progression opportunities
- All clients provided
- Exam study funding
- Chartered (or en route to) financial planner with 2+ years experience in an IFA
- Solid understanding of Income-tax, IHT, investment bonds, and estate planning
- Experience in dealing with an older client bank (around retirement age)
- Client-centric ethos
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.