Financial Planner

I have an incredible opportunity in London for an experienced Financial Planner.

This ultra-modern, bespoke, technology-led Financial Planning company is looking for high calibre, experienced Financial Planners to engage with their mass affluent/high-net worth client base.

Offering top-end, tech-led, fully digitalised advice – this company truly encapsulates next-generation financial planning using cutting-edge behavioural finance research and lifestyle modelling software. With the security of a large corporate and the excitement and activity of working within a smaller team, they are privately owned and run in a way to benefit both their clients and employees.

Key Responsibilities:

• Engage with mass affluent/high-net worth clients.
• Provide digitally delivered, simple and clear advice.
• Utilize cutting-edge technology and behavioural finance research.
• Collaborate with a small team to enhance client experience.

Offering:

• Fantastic company culture; a fun, exciting and collaborative working environment.
• Incredible career development potential – huge opportunities.
• Competitive salary + bonus and corporate package.
• Quality lead pool provided, 15-20 leads provided per month.
• Full administration and paraplanning support.

This is a significant opportunity to work somewhere that you can really add value, be given a voice and be heard – Would you be interested in being a part of a company that is looking to build a business that works for the world?

If so, please email me in the first instance for further information.

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