Chartered Financial Planner

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Chartered Financial Planner

Location: London

£70k-£100k+ (Depending on relevant industry experience)

Our client is a multiple award-winning firm and deals with HNW and UHNW individuals providing a range of services from bespoke, discretionary investment management to retirement planning and tax-efficient investing.

They now require an experienced Chartered Financial Advisor / CFP with a minimum of 5 years of experience dealing with complex planning scenarios to join their team.

Key tasks and responsibilities:

– Developing a client base and acting as the main point of contact, focussing on individuals with typically in excess of £1m of investable assets.

– Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets.

– Contributing to the continued improvement of the client experience and the firm’s knowledge base.

– Networking at professional events and bringing new clients into the business.


This role requires the following skills and attributes:

– 5 years of experience as a Chartered Financial Advisor

– Experience of dealing with HNW and UHNW individuals

– Ability to work under pressure

– Excellent organisational skills

– APFS Qualified

Benefits

– Exceptional Company Pension and health care scheme

– Season ticket scheme Cycle to work scheme

– Centrally based offices in the heart of London