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Financial Planner (Chartered / High Net Worth)
Job Posted: 16 days ago
Salary: £ 65,000 - 75,000 / Annum
Job Type: Permanent
Location: Kingston upon Thames, London
Expire in: 11 days
Job Description
Financial Planner (Chartered / High Net Worth)
£65,000 - £75,000 + Hybrid + Discretionary Bonus + Pension + 23 days holiday + training
Kingston upon Thames
Are you a Financial Planner looking to join a stable, well ran business with a ready made portfolio on over 100 clients?
Would you like to inherit an £85m, established portfolio?
On offer is the opportunity to join an expanding organisation that specialises in investment management, retirement planning, estate planning, tax mitigation, and lifelong cash flow management.
You will collaborate with the managers to grow and develop your portfolio. This role is ideal for someone with a proven track record in their career or business, with the ability to discuss, question, negotiate, and provide expert advice.
The Role:
Provide financial advice across personal and corporate sectors
Build and maintain strong client relationships
Generate and maintain business portfolios
Develop strong relationships with HNW individualsThe Person:
Level 6 qualified Financial Planner (Chartered), recognised by the Financial Conduct Authority (FCA)
Prior experience in financial planningIf you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
Reference Number: BBBH
Keywords: Financial, Chartered, IFA, Level 6, Planning, Advise, Tax, Investment, Management, Retirement, Estate, Mitigation, Kingston
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.
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Looking for your next career move? Join a top company hiring Financial Planner (Chartered / High Net Worth) job near me in Kingston upon Thames, London! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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