Our reputable client, based in Canary Wharf, is seeking a motivated Financial Planner to join their expanding Private Client Advice group.
This hybrid role involves providing in-person, telephone, and written financial advice to existing clients, making it a diverse and dynamic position within a growing team.
General
Working Arrangement: hybrid, 5 days per week Monday to Friday.
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.
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.
Posted by BWD Search & Selection • £60K/yr to £70K/yr
The multi award-winning, independent financial planning arm of a multinational Accountancy Practice are currently seeking a Financial Planner for their London office.
Working within a very high quality team of 5 advisers, you will take over an existing client base of c£40M, and work with inbound enquiries, the internal referral network, and existing external connections to develop new business.
This is a very supportive, stable and professional firm in which you can develop your career over the long term, offering a structured career path with the eventual goal of becoming a Partner.
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.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven trainee 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.