At a Glance
- Tasks: Assist clients with investment plans and ensure compliance with regulations.
- Company: Castlegate Financial Management, a growing firm in London.
- Benefits: Ongoing professional development and a supportive team environment.
- Other info: Join a dynamic team focused on building trusted client relationships.
- Why this job: Make a real difference in clients' financial futures while growing your career.
- Qualifications: Strong communication skills and commitment to professional growth.
The predicted salary is between 50000 - 70000 £ per year.
Castlegate Financial Management is seeking a Financial Planner to enhance our presence in London. This role is pivotal in assisting clients with their investment plans while ensuring compliance with regulatory standards.
Strong communication skills and a commitment to ongoing professional development are essential. You will work closely with clients and the Duncan & Toplis team to achieve agreed income targets and build trusted relationships.
Chartered Financial Planner – London Growth Role in Grantham employer: Castlegate Financial Management
At Castlegate Financial Management, we pride ourselves on being an excellent employer, offering a dynamic work culture that fosters collaboration and professional growth. Our London office provides unique opportunities for Chartered Financial Planners to thrive in a vibrant city, with access to ongoing training and development programmes, ensuring you stay at the forefront of the financial industry while building meaningful relationships with clients.
Contact Details:
Castlegate Financial Management Recruitment Team
