At a Glance
- Tasks: Manage an established client base and create new business opportunities in private wealth.
- Company: Mercer Private Wealth, a leading firm in financial planning.
- Benefits: Hybrid work flexibility, competitive salary, and a supportive team environment.
- Other info: Opportunity for professional growth in a reputable firm.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Chartered Financial Planner status preferred, with strong client care skills.
The predicted salary is between 63000 - 77000 £ per year.
Mercer Private Wealth in London is seeking a Financial Planner (ideally Chartered) to take over an established client base and generate new business opportunities.
You will work with a designated support team to prepare compliant advice reports and implement client solutions.
The role requires maintaining high standards of client care, abiding by FCA principles, and keeping your SPS current.
The office is mainly on-site with hybrid flexibility for appropriate tasks and client meetings.
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Chartered Financial Planner – Private Wealth (Hybrid) employer: Financial Planning Firm
Join a forward-thinking financial planning firm that prioritises your success and offers unparalleled flexibility with fully remote work options. Enjoy tax-free first-year earnings, robust internal support for client interactions, and a clear pathway for career advancement, all while working from anywhere in the world. With a strong emphasis on professional development and a collaborative culture, this is an exceptional opportunity for experienced financial advisers looking to thrive in a rewarding environment.
