About Us: Our Client is a well-established financial advisory firm specialising in corporate pensions and high-net-worth (HNW) individuals. Their focus is on building long-term relationships and providing expert, tailored advice. They provide a collaborative environment where advisers focus on client services, not sales. They are committed to the professional development of their team and offer extensive support for career progression, including study support.
Job Description: This is a unique opportunity to manage an established portfolio, offering bespoke advice on pensions, investments and financial planning with no selling responsibilities. This is a full-time, office based role working normal business hours Monday-Friday.
Key Responsibilities:
- Provide bespoke financial advice to HNW clients
- Build and maintain long-term client relationships
- Collaborate with the team to ensure excellent service delivery
Requirements:
- Level 4 Diploma in Financial Planning (required); Chartered status (preferred)
- Strong communication skills and experience in delivering tailored advice
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Office and financial planning software.
What our Client offers:
- Base salary: up to £100,000 per annum
- Bonuses: KPI-based, reviewed annually
- Equity participation: Aligning your success with the firm's growth
- Benefits: Enhanced pension contributions, private healthcare for you and your family, generous annual leave and flexibility to support work-life balance
- Professional development, including support fo obtaining Chartered status
- Prestigious offices in the City of London.