Chartered Financial Planner

Reed

Posted 19 hours ago, valid for 7 days

London, Greater London WC1A 2LP, England

Full Time

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The Client: A leading and expanding Regional IFA firm are offering an opportunity to operate from their office in the heart of London, W1. The company is privately owned, with zero debt and no PE money invested. Their mission is to provide tailored financial advice and planning services to their clients, helping them achieve their financial aspirations. They are dedicated to excellence, integrity, and building long-term relationships with their clients.

Job Description: I am looking for a highly skilled and experienced Chartered Financial Planner (or close to). The successful candidate will be responsible for delivering comprehensive financial planning advice to existing clients and maintaining strong client relationships.

Key Responsibilities:

Provide expert financial planning advice on investments, pensions, tax planning, and estate planning.
Develop and implement personalised financial plans that align with clients' goals and objectives.
Conduct thorough financial analysis and regularly review clients' financial plans.
Stay informed about industry trends, regulations, and best practices to ensure compliance and optimal advice.
Collaborate with colleagues to enhance the overall client experience.

Requirements:

Chartered Financial Planner status (or actively working towards it).
Minimum of 5 years of experience in financial planning.
In-depth knowledge of financial products, investment strategies, and tax regulations.
Exceptional communication and interpersonal skills.
Proven ability to build and maintain strong client relationships.
High level of integrity, professionalism, and ethical standards.

What We Offer:

Competitive salary and performance-based bonuses.
Opportunities for professional growth and career advancement.
Supportive and collaborative work environment with full technical, marketing and paraplanning support.
Flexible working arrangements.
Comprehensive benefits package

How to Apply: If you are a dedicated Chartered Financial Planner with a passion for helping clients achieve their financial goals, I would love to hear from you.