"Shape the Future of Wealth Management While Managing a Thriving Client Base"

Are you a highly technical Financial Planner looking for an exceptional opportunity to manage an established client base? A prestigious Wealth Management firm based in London is seeking a skilled and analytical professional to join their expert team. This role offers an exciting blend of client relationship management and technical planning in a dynamic and supportive environment.

Competitive salary of up to £110,000, dependent on experience.

Flexible working arrangements to support a healthy work-life balance.

Access to cutting-edge tools and resources to enhance client outcomes.

Why This Opportunity Stands Out:

Established Client Base: Step into a ready-made portfolio of high-net-worth clients who value expert guidance and long-term partnership.
Technical Excellence: Join a firm renowned for its meticulous approach to financial planning, where quality advice and compliance excellence are paramount.
Professional Development: Thrive in a collaborative culture that supports growth through continuous learning and encourages innovation in wealth management strategies.
Central London Location: Work in a prime London location, combining prestigious surroundings with excellent transport links.

The Role:

This is a key role for a technically adept Financial Planner who thrives on delivering high-quality, compliant advice. Responsibilities include:
Managing and nurturing relationships with an established portfolio of clients, ensuring their financial planning needs are met with precision and care.
Crafting bespoke financial plans tailored to clients' individual goals and circumstances, covering pensions, investments, and estate planning.
Keeping up to date with the latest regulatory changes and financial planning strategies to provide the best advice possible.
Collaborating with an experienced support team to ensure seamless service delivery.

Who You Are:

A Level 4 Diploma-qualified Financial Planner, ideally working towards Chartered status.
Strong technical expertise in pensions, investments, and tax-efficient planning.
Exceptional communication and relationship management skills, with a genuine passion for client care.
Analytical and detail-oriented, with the ability to distil complex information into clear, actionable advice.

If you’re ready to advance your career in a firm where technical excellence and client-centric values are at the heart of everything they do, we’d love to hear from you.

Apply today to explore this exciting opportunity!