Stephen Bell Associates Ltd, a leading London-based wealth management firm, seeks an experienced Financial Planner to provide retirement-focused advice to a distinguished client base.
You will deliver pension and investment guidance, prepare compliant suitability reports, and ensure FCA and Consumer Duty compliance while maintaining accurate client records and delivering a high-quality client experience.
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Retirement-Focused Financial Planner (Regulated Advice) employer: Stephen Bell Associates Ltd
As a global asset manager, our client offers an exceptional work environment that prioritises employee growth and development. With a strong focus on collaboration and innovation, employees are encouraged to take ownership of their projects while benefiting from a supportive culture that values diverse perspectives. Located in a dynamic financial hub, this role provides unique opportunities to engage with industry leaders and contribute to impactful client reporting initiatives.
Contact Details:
Stephen Bell Associates Ltd Recruitment Team
