I have an incredible opportunity in London for an experienced Financial Planner.
This ultra-modern, bespoke, technology-led Financial Planning company is looking for high calibre, experienced Financial Planners to engage with their mass affluent/high-net worth client base.
Offering top-end, tech-led, fully digitalised advice - this company truly encapsulates next-generation financial planning using cutting-edge behavioural finance research and lifestyle modelling software. With the security of a large corporate and the excitement and activity of working within a smaller team, they are privately owned and run in a way to benefit both their clients and employees.
Key Responsibilities:
Engage with mass affluent/high-net worth clients.
Provide digitally delivered, simple and clear advice.
Utilize cutting-edge technology and behavioural finance research.
Collaborate with a small team to enhance client experience.
Offering:
Fantastic company culture; a fun, exciting and collaborative working environment.
Incredible career development potential - huge opportunities.
Competitive salary + bonus and corporate package.
Quality lead pool provided, 15-20 leads provided per month.
Full administration and paraplanning support.
This is a significant opportunity to work somewhere that you can really add value, be given a voice and be heard - Would you be interested in being a part of a company that is looking to build a business that works for the world?
If so, please email me in the first instance for further information.
