Chartered Financial Planner – Hybrid, London

Chartered Financial Planner – Hybrid, London

Full-Time On-site
Marsh Agency

Mercer Private Wealth in London is seeking a Financial Planner (ideally Chartered) to take over an established client base and pursue new business opportunities. You will work with a designated support team to produce advice reports to business and regulatory standards and implement client solutions.

The role emphasizes high standards of client care, compliance with FCA principles, and ongoing professional development, including SPS, with a hybrid working arrangement and a focus on delivering

Chartered Financial Planner – Hybrid, London employer: Marsh Agency

Marsh Agency is an attractive employer due to its focus on professional development and a collaborative work culture. The hybrid work model allows employees to maintain a healthy work-life balance while contributing to significant projects in the M&A advisory space. Opportunities for growth and engagement in innovative solutions make it a compelling workplace.

Marsh Agency

Contact Details:

Marsh Agency Recruitment Team