Financial Planner
Salary
£70,000
Location
London
Job Type
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Job Title: Financial Planner
Location: London
Salary: £70,000
Job Reference: 9293
Are you a technically minded Financial Planner who doesn’t enjoy business development?
If so we might have the perfect role for you!
Recruit UK is working with a successful Wealth Management company who are looking for a Financial Planner to join their team in London. The role will be fully focused on providing Financial Planning advice to existing clients with no targets for new client sign ups.
The team you’d be joining advice over HNW 7,500 clients and continue to expand their UK client base. You will advise clients on a range of investment products including pensions, ISAs, investment bonds (onshore and offshore), and trusts, working closely with internal teams to deliver a full wealth planning service.
The company put a big emphasis on professional development, and will support you with exams and internal training alongside offering progression routes based on your desired career path.
With a reputation for excellent client service, a transparent fee structure and top-tier service, you can feel confident knowing you’re working with a trusted name in the industry.
What’s on offer:
- Base salary of £70,000
- Discretionary performance bonus
- Fully paid supplemental medical, dental, and health screening plans
- 28 days of annual leave, plus up to 8 paid holidays
- Competitive retirement pension plan
- Gym subsidy and emotional wellbeing support
- Hybrid working structure (post probation)
Requirements:
- Level 4 Financial Advice Diploma (CII, CISI, LIBF) with progress towards Chartered
- Ideally over 5 years experience providing regulated finance advice
- In depth technical knowledge of Financial Planning
- Excellent communication skills
- Proven track record managing client relationships
If you are passionate about providing high-quality advice, but do not wish to have sales targets and new business requirements looming over you, we’d love to hear from you.
