Senior Financial Planner | Hybrid London | Impact Advice

Senior Financial Planner | Hybrid London | Impact Advice

Full-Time 51750 - 63250 Β£ / year (est.) Home office (partial)
Recruit UK

At a Glance

  • Tasks: Manage client portfolios and provide comprehensive financial planning advice.
  • Company: Established financial planning firm with a supportive and collaborative culture.
  • Benefits: Competitive package, opportunities for Chartered status, and a strong client base.
  • Other info: Join a larger wealth management group with excellent career growth potential.
  • Why this job: Build long-term relationships and make a real impact on clients' financial futures.
  • Qualifications: Experience in financial advising and strong relationship-building skills.

The predicted salary is between 51750 - 63250 Β£ per year.

Recruit UK is working with a well-established financial planning firm in London to appoint experienced Financial Advisers. You will manage a portfolio of existing clients, building long-term relationships and providing holistic financial planning across investments, pensions, retirement and estate planning.

The role offers a supportive, collaborative culture within a larger wealth management group, with a strong client bank and opportunities for Chartered status, along with a competitive package.

Senior Financial Planner | Hybrid London | Impact Advice employer: Recruit UK

Join a dynamic financial planning firm in Leeds that prioritises employee growth and operational excellence. With a strong emphasis on collaboration and innovation, we offer a hybrid working model, competitive salary, and a comprehensive benefits package, making it an ideal environment for professionals looking to make a meaningful impact in the financial services sector.

Recruit UK

Contact Details:

Recruit UK Recruitment Team

We think you need these skills to ace Senior Financial Planner | Hybrid London | Impact Advice

Financial Planning
Client Relationship Management
Investment Knowledge
Pension Planning
Retirement Planning
Estate Planning
Holistic Financial Advice