Financial Planner

We are looking for a Chartered Financial Planner to join our growing team. As a Chartered Financial Planner, you will inherit a diverse portfolio of HNW and VHNW clients, give you the opportunity to maintain excellent client relationships and deliver exceptional results.

Requirements

• Diploma qualified in Financial Planning
• Substantial knowledge in key areas of financial planning and advice
• A strong all-rounded Financial Services professional
• Client-centric with experience in building and maintaining excellent relationships
• At least 2 years of experience in a client-advisory role

Benefits

• 30 days holiday plus public holidays
• 3 days of celebratory leave
• Enhanced family leave
• Private medical insurance
• 24/7 digital GP and health advice
• Employee assistance programme
• Group pension scheme
• Life assurance scheme
• Eyecare vouchers
• Referral scheme