Orla Rose Associates Ltd in London is seeking a Chartered Financial Planner to take ownership of an existing London client book in a hybrid role. You will deliver tailored financial planning advice, build lasting client relationships and support growth through referrals and firm marketing activity.
You will manage the portfolio from day one, perform thorough fact-finding, develop and present suitable recommendations, and use cashflow modelling to illustrate scenarios, while maintaining high
#J-18808-Ljbffr
Chartered Financial Planner – London Portfolio Lead 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.
