Financial Adviser / Financial Planner

Office based: Holborn, London

Salary based £45,000 to £55,000 + Bonus

  • Are you a Financial Adviser with 1-3 years’ experience who is looking for more autonomy within your role?
  • Would you like an established client bank in a wholly independent IFA with the chance to grow and develop to increase your earnings?
  • Are your earnings stuck where you and you would like more mentoring and support?

Our client is a growing team with aspirational objectives, providing exciting career progression.

They are now looking for a Financial Planner who shares their values and wants to continue on their process orientated approach to improving their clients’ outcomes.

They are growing fast, and are looking for a Financial Planner who can assist with their current and future planning capacity as they acquire further businesses.

Your main responsibilities:-

  • Planning Meetings – For 50-60 client families.
  • * Pre Meeting – Collect and prepare documentation for meetings (Client information, Agenda’s, Investment Report’s and Risk Review’s).
  • * Post Meeting – Prepare and share financial planning reports with clients.
  • Financial Advice – Prepare suitability letters for advice cases in line with their standards and processes.
  • Compliance – Work with and adhere to both FCA and the clients guidelines and processes.
  • Growth – Be available and willing to take further handovers and grow via both holistic advice and new clients within their target market.
  • Shadowing – Shadow and assist directors in high net worth & complex planning meetings.

About you:

  • Whole of Market IFA financial services background, having provided financial planning and financial advice to individuals and client families
  • Experience: End to end function of planning and advice including meeting preparation and suitability report writing, Level 4 and SPS in place, up to date CPD record, have experience of servicing and growing a client bank

To find out more please apply.