Chartered Financial Planner

Location: Walbrook

We are exclusively partnered with a boutique firm of financial planners who as a result of continued business growth, are looking to add to their City of London based financial planning team. We are looking to speak with enthusiastic and forward-thinking Senior Financial Planners , who will offer totally independent financial planning to a provided client bank.

Role Overview Deliver high quality, bespoke advice to clients Manage an existing, provided client bank Ensuring the highest standards of client care Attending industry seminars to ensure service given is up to date and relevant Full administrative & paraplanning support is provided

The Person c4 years financial planning experience ( essential ) Chartered status/ near to completion (desirable) The Package Basic starting salary of up to c £100,000 Commission linked to new business & client retention Extensive benefits package To be considered for this opportunity, please submit the latest version of your CV.