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Financial planner
Financial Planner

Financial Planner

Posted 15 hours ago, valid for 3 days

London, Greater London EC1R 0WX

£44,000 - £55,000 per annum

Full Time

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Sonic Summary

The position is for a Financial Planner based in London, offering a competitive salary along with excellent benefits and a client portfolio.
Candidates are required to have substantial financial planning experience and a minimum of a diploma, with preference for Certified Financial Planner and Chartered Financial Planner qualifications.
Responsibilities include managing existing client relationships, providing financial planning advice, and contributing to the growth plans of the office.
The role demands strong communication skills, adaptability, and the ability to work independently while maintaining up-to-date knowledge of personal tax and financial planning.
Search is committed to equal opportunities and encourages applications from all qualified individuals, regardless of background.

Financial Planner based in London, competitive salary with excellent benefits and clients provided

Role & Responsibilities

Comply with the Training and Competence Scheme
Management of a portfolio of existing clients, ensuring that planning opportunities are identified and, where appropriate, pursued
Provide appropriate financial planning advice.
Be responsible for the delivery of your part in the growth plans for the specific office.
Continuous development of relationships
Increase the level of client penetration
Maintain an up to date technical knowledge of personal tax and financial planning and related matters
Deal with ad hoc client advisory and planning issues as they arise on the client portfolio

Skills, Knowledge and Experience

Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner
Holds substantial financial planning experience
Team player with excellent communication skills both oral and written
Adaptable, organised with a commercial approach
Ability to exercise judgement and work without close supervision
Ability to proactively manage existing client relationships and to develop new relationships

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

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