Synchronicity Group are working with a leading Financial Planning client who are looking for an experienced Financial Planner to join their London team at 'Director' level. 'Associate Directors' will also be considered for candidates with the relevant experience, attitude and motivation.
An existing client book will be given, but we are looking for experienced business developers with a strong network to grow this further - i.e proven experience of bringing in £8m+ AUM in annual new business. Our client is a leading financial services group and offers fantastic marketing support, leads and internal referrals from the Investment Managers and other areas of the wider group. Full Paraplanning and Admin support is also provided.
You will have experience of HNW Financial Planning (cases of £1m+) and have strong technical knowledge of all areas of financial advice, including tax and pensions. You will be highly motivated and driven, with a desire to stand out from the crowd and be among the top performing Financial Planners of this national firm.
Ideally you will be Chartered, or progressing towards Chartered status, although this isn't essential if you have extensive relevant experience.
This role is London based and offers hybrid working with typically 3 days a week in the office.
A generous basic salary and competitive bonus scheme is on offer, plus the usual corporate benefits.