Orla Rose Associates Ltd in London is seeking an experienced Financial Planner to take ownership of an existing client portfolio, delivering tailored advice and helping clients plan confidently for the future.
You will develop new business through referrals and the firm’s marketing activity, collaborate with colleagues to leverage specialist expertise, and maintain accurate records to ensure compliance and high standards of service in a hybrid London-based role.
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Chartered Financial Planner: Lead London Client Portfolio employer: Orla Rose Associates Ltd
Orla Rose Associates Ltd is an exceptional employer, offering a dynamic work environment where your contributions directly impact the growth of the energy sector. With a strong focus on employee development and a culture that encourages innovation and collaboration, you will find ample opportunities for personal and professional growth. Located in the UK, the company provides a supportive atmosphere that values proactive leadership and fosters meaningful workplace improvements.
