Chartered Financial Planner

Financial Divisions
United Kingdom
From £65,000 to £85,000 per annum + bonus
06 Oct 2017
07 Nov 2017
Contract Type
Full Time

Chartered Financial Planner - Accountancy Firm

City of London

£65,000 - £85,000 + Bonus

Financial Divisions are currently working with a leading Accountancy firm that has a historic and high end focused reputation. The firm is looking to replace the Lead Financial Planner in the Financial Planning team after a number of years’ service. This is an excellent opportunity to lead a small Financial Planning division of a well-established business. The role does not require any clients, or the development of new clients as the firm has an excellent number of clients through its client bank on the accountancy, tax, audit and corporate finance divisions.

The firm seek a Chartered level Financial Planner that has experience of working in an accountancy firm, and should you come from an accountancy background with further accountancy related qualification this will also be an advantage. The firm feel someone with leadership skills and ideally some management experience would fit perfectly into such a role.

As Chartered Financial Planner you will report directly to the firm’s Managing Partner overseeing a small team of Financial Planners, Paraplanners and Financial Administrators. You will be tasked with developing strong relationships with the firm’s Partners to ensure Financial Planning services is sold to firm’s clients and any referral opportunities are maximised. The role is very client focused and driven and does not require the acquisition of new clients.

For immediate consideration please forward your CV to Mark Flannery at Financial Divisions
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