Desk Based Financial Planner- London
Our client is a successful and innovative financial planning firm who offer bespoke whole of market financial and investment advice to private and corporate clients. Their clientele is expanding and have the need to grow. They are seeking a financial planner to join their established desk based team in central London. This role is to predominantly service clients who have £250k investable assets on all aspects of financial advice such as investments, pensions, protection and inheritance tax planning.
What is on offer?
• Salary of £40-50k OTE of £70k
• 100% clients to work with
• Central London office with a full supplement of back office staff
• Company pension and perks
• Full support giving towards your Chartered qualifications
• 4* DIS
• 4 * Critical Illness
• PHI/ PMI
• 25 days holiday and an additional day up to 30
To be considered for this role you will have minimum the level 4 diploma in financial planning. Have previous experience of either giving advice, paraplanning or as a mortgage adviser. You will be outgoing and confident with the ability to speak to many different clients. As well as the required qualifications, you will have a good understanding of the industry and have a minimum of 3 years within it. The desk based role will consist you to have a good telephone manner and for you to be able to articulate yourself effectively.
If this is something that could be of interest then please do apply or get in contact with Frankie Pailing on 01179-450450 and quote reference 11612