The Person: The successful Financial Planner (Financial Advisor, Financial Adviser) will be a warm relationship builder who is service orientated and who is capable of delivering a personalised and holistic financial planning service of the highest standard, providing clarity and empowering clients to make informed decisions.
Financial Planner, The Role: I am recruiting a Financial Planner on behalf of Monenti Partners, a leading Financial Planning firm based in central London (WC1).
The successful candidate is likely to be a relatively recently qualified Financial Advisor, keen to take ownership of an established portfolio of frequently complex, HNW clients, providing fully holistic, independent lifestyle financial planning, whilst working alongside and learning from expert Chartered Financial Planners.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
We are recruiting an ambitious and high calibre, ideally Chartered, Financial Planner to join our growing Financial Planning team.
You will be able to demonstrate a background of providing high quality, goal based financial planning to clients, as well as building a client book through developing and building relationships with prospects through client referrals and professional connections.
With offices across the South and South West of England, we are looking for someone to join our team in the Surrey/London area.
Posted by Jenson Fisher Consulting Ltd • £1/yr to £65K/yr
Financial Planner All high worth clients provided!
Due to continued expansion, we have been retained by a prestigious boutique Wealth Planning firm, with an in-house DFM team, to recruit an ambitious Financial Planner.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support.
My client, a highly-regarded IFA is looking for experienced and qualified Financial Planners to join their team, offering comprehensive financial planning advice to clients, both individual and corporate.
The ideal candidate will bring several years of Financial Planner experience and have a good network of clients.