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Senior Financial Planner: Client Bank
Job in
Greater London, London, Greater London, W1B, England, UK
Listed on 2026-03-01
Listing for:
Jenson Fisher
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
Location: Greater London
A leading financial planning firm in Greater London is seeking an experienced Financial Planner to manage and develop an existing client bank. Candidates should have strong business development experience and the CII Diploma in Regulated Financial Planning. Responsibilities include client management, conducting annual reviews, and ensuring compliance with all financial regulations. This position offers a competitive salary ranging from £70k to £100k, commensurate to experience, with additional rewards for successfully transitioning clients.
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Position Requirements
10+ Years
work experience
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