Financial Planner - All clients provided

Job Type	Permanent Full Time
Location	London
Area	Central London, EnglandCentral LondonEnglandLondon
Sector	Financial Services - Financial Planner
Salary	£0 - £60000 per annum
Start Date	ASAP
Advertiser	remoteapi
Job Ref	V-35347-1
Job Views	5

Description

Financial Planner – All high worth clients provided!
To £60,000, plus bonus

Due to continued expansion, we have been retained by a prestigious boutique Wealth Planning firm, with an in-house DFM team, to recruit an ambitious Financial Planner.
All clients will be provided, which are mass affluent or UHNW and you will not be required to move clients over or self-generate new clients. The firm has some incredible propositions and exclusive cash management facilities, that enable its clients to safely maximize their portfolio value and at the same time increase the revenue within your client bank.
The added benefit to this role is you will have a support and mentorship from a Director, to assist in the handover of the clients to you.
Responsibilities

Managing an existing client bank of circa 80-100 clients
Targeting the acquisition of new clients for the Firm through Business Development activities; pro-actively representing the business and taking the initiative to meet new potential clients;
Contacting clients that are currently unengaged with their service, rebuilding the relationship through financial planning advice;
Work with investment managers to identify opportunities for existing clients;
Actively refer clients and prospects to other services and specialisms offered.
Service clients on an ongoing basis, conducting annual reviews and ensuring that the client remains on track to achieve their objectives;
Carry out all activities in a compliant manner in line with internal procedures and regulatory requirements.

Apply

Similar Jobs

Financial Planner
England, Greater London, Central London
Financial Planner
£50000 - £75000 per annum

My client is a boutique Financial Planning firm seeking to hire new Financial Planners to join their business and assist with the facilitation of their growth plans for 2024.

To build and develop trusted relationships with current and potential clients.To be responsible for delivering finan...
Financial Planner
England, Greater London, Central London
Financial Planner
£80000 - £100000 per annum

Financial Planner £80,000-100,000, plus benefits and bonus (and equity potential)

We are currently working with a fantastic new age, ultra-modern Financial Planning firm with a heavy focus on using technology to improve the quality of service that they provide to their clients, c...
Financial Planner
England, Greater London, Central London
Financial Planner
£80000 - £90000 per annum

Financial Planner
To £80k–90k plus bonus and benefits
London – West End – Hybrid, 3 days in Office

Our client is an award-winning Financial Planning firm, providing expert advice to highly qualified professionals, within their industry sector. They now seek a Financial P...

Financial Planner - All clients provided

Financial Planner

Financial Planner

Financial Planner

Quick Links

Sectors

Legal