Financial Planner Certified - Canary Wharf London

7 days left

Additional Resources Ltd
02 Feb 2017
02 Mar 2017
Contract Type
Full Time
Financial Planner (Certified) - Canary Wharf London

Salary £34,000.00 - £35,000.00 Per Annum OTE 75,000.00

Key Words - Financial Planner, high net-worth clients, Financial Adviser, Holistic Financial Planning.


Established in 2003, we are an award-winning financial planning and mortgage broking company. We have an admin hub in Canary Wharf and a client meeting office in Heron Tower. We have expanded its proposition, and in addition to mortgages, protection and insurance, we are now able to offer our clients chartered financial planning advice and support in areas such as retirement planning, inheritance planning, estate planning and trustee investments.

Candidates should be qualified financial planners, certified is a bonus and also has experience using Openwork that would be great.

Duties and responsibilities

The main purpose of the role will be to build, and maintain relationships with our high net-worth clients in all aspects of financial planning, from fact-finding to client reviews, compliance, and attending client meetings. Applicants will need to be able to adopt a holistic approach.

Essential Skills

Ability to manage own workload and work within a small team

High attention to detail and accuracy, strong financial planning experience

Good level of literacy and written skills

Strong interpersonal skills and comfortable dealing with people at all levels

Excellent knowledge of financial services products, relationship building

Good organisational and planning skills along with good analytical skills

Ability to work under pressure without supervision to meet tight deadlines

An understanding of the regulatory requirements and a willingness to incorporate these into day to day working practices

We offer an extremely friendly working environment and place a strong emphasis on the importance of relationship building with every client.

As well as receiving new enquiries on a day-to-day basis you will also have access to the company`s large existing client base and will be able to contact existing clients to review their existing needs and requirements.

This is an excellent opportunity for an experienced Financial Adviser who is looking for a good basic salary along with excellent on target earnings to work with a well-established and reputable organisation offering holistic financial planning.

Key Words - Financial Planner, high net-worth clients, Financial Adviser, Holistic Financial Planning.

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003