Login to Apply

An exceptional opportunity is available for a Qualified Financial Planner to join a small boutique firm based near London Bridge. You will manage and grow your own diverse portfolio of clientele.

Client Details

My client is a small boutique firm, with a family ethos who pride themselves on a friendly and inclusive approach to financial planning. They are committed to delivering high-quality service from their London Bridge location to individuals and and corporate clients.

Description

CFP Qualified Financial Planner, Financial Services

Develop, manage and maintain a diverse portfolio of clients
Provide comprehensive and expert financial planning advice to clients on pensions, ISAs, JIAs, Investment Bonds
You will be responsible for adding clients to the firms portfolio to maximise revenue
Stay abreast of market trends to identify opportunities and risks
Regularly review client portfolios and recommend changes when necessary
Ensure compliance with all regulatory and internal policies
Develop and maintain strong relationships with internal and external stakeholders
Participate in new business development initiativesProfile

A successful CFP Qualified Financial Planner should have:

A certification as a Certified Financial Planner (CFP) is essential with own small client book
Comprehensive knowledge of financial planning with the ability to expertly advise on pensions, ISAs, JIAs and Investment Bonds
Experience of Employee Benefits for the company's corporate clientele would be a bonus
Exceptional client relationship management skills
Excellent communication and presentation skills
Demonstrated success in managing and growing a diverse client portfolio
Proficiency in using financial planning softwareJob Offer

A competitive salary package of approximately £80k to £100k per annum, with descretonary bonus
A pension scheme with 4% employer and 5% employee contribution
Private medical insurance
Generous holiday leave of 28 days
A supportive and professional work environment
The opportunity to work in the desirable London Bridge locationThis is a fantastic opportunity for a CFP Qualified Financial Planner looking to take their career to the next level. We encourage you to apply if you believe you have the skills and experience to succeed in this role