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Financial Planner
Location:
London
Description:
As a leading organization in their sector with offices in the UK and across the globe, o ur client has developed a unique advice proposition which has led to a significant increase in client demand as they expand their presence in London and the Southeast. As a Financial Planner in London, you will be working alongside the Director of the UK business. Working in a face-to-face capacity with UK-wide clients (majority in the South East area), you will be advising clients on medium to longer term financial objectives. You will also be supporting our Head of Repatriation with clients returning to the UK. You will be responsible for offering areas of advice covering such areas as Lump Sum Investment, Retirement Planning, Life Insurance, and General Estate Tax Planning. Desired Skill & Experience A proven track record of success within an Advisory / Relationship Management capacity, within a financial services organisation such as a bank, brokerage or IFA. Level 4 RDR UK Diploma (or equivalent if not UK based) minimum qualification. Ideally Chartered. A pro-active and entrepreneurial attitude that has lead the generation of new business, whilst effectively maintaining client relationships in an efficient, holistic fashion. At least 1 year experience as a Financial Planner. Benefits Self-employed split of business OR employed with a competitive basic salary + bonus scheme 25 days holiday + bank holidays Flexible working hours and the option to work from home/ remotely Full support of an in-house paraplanner In-house marketing team to support any campaigns you wish to run In depth training in Repatriation and clients returning with offshore solutions Why? Strong regulatory background in multiple jurisdictions Global Presence Full training and support including funding of external CII, CISI and LIBF qualifications Industry leading investment proposition Support with lead generation via business development, research, and marketing teams Full paraplanning. Visit ListedBuy for more information.
Company:
Independent Resourcing Consultancy
Posted:
January 8 on ListedBuy
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More About this Listing: Financial Planner
Financial Planner is a Other Art & Media Jobs Financial Planner Job at Independent Resourcing Consultancy located in United States. Find other listings like Financial Planner by searching Oodle for Other Art & Media Jobs Financial Planner Jobs.
Financial Planner is a Other Art & Media Jobs Financial Planner Job at Independent Resourcing Consultancy located in United States. Find other listings like Financial Planner by searching Oodle for Other Art & Media Jobs Financial Planner Jobs.