Senior Financial Planner

Senior Financial Planner

Full-Time No working from home possible
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OUTSTANDING OPPORTUNITY - BRAND NEW VACANCY - CITY OF LONDON Chartered Financial Planner or Client facing Chartered Paraplanner Up to £85k basic salary plus equity Succession plan role (5 years) Manage all existing clients with a gradual handover Average client has £3m - £5m invested City of London offices Clients are Bankers, Lawyers, Entrepreneurs, City professionals Pensions, investments, estate planning, IHT, CGT VCT/EIS and other technical schemes 3 - 4 days in the office per week Full administration and paraplanning support is available For more details please get in touch - Peter at Financial Divisions. ...

Senior Financial Planner employer: Financial Divisions Careers

Join a highly respected Chartered Independent Financial Planning firm in Plymouth, where your career as a Trainee Financial Planner will flourish. With a strong commitment to employee development, you will benefit from comprehensive training, mentoring, and a dedicated support team, all within a collaborative culture that prioritises work-life balance and wellbeing. Enjoy a competitive salary, excellent bonus structure, and the flexibility of hybrid working, making this an ideal environment for those looking to build a meaningful and rewarding career in financial planning.

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Contact Details:

Financial Divisions Careers Recruitment Team