High Net Worth Financial Planner - London
My client is a London based high net worth Financial Advice firm who are looking for an experienced Financial Planner to give advice to their high net worth clients. They typically deal with clients with investable assets of £200,000+ and most of these clients have already engaged with the business before.
You will have full access to their support team which includes administrators, experienced Paraplanners and their compliance function.
Provide financial planning to prospective and existing clients.
Compile accurate investment reports reflecting client requirements and meet internal business standards.
Undertake regular fact-finding, presentations and service review meeting with clients.
Maintain and ensure client files are kept up to date.
Identify new business opportunities.
Follow up on all enquiries in a timely manner.
Generate a business pipeline to meet your targets.
Ensure on-going and continuous professional development.
Experience and Skills
Diploma Level 4 qualified as a minimum.
Proven track record of working as a Financial Adviser.
The motivation and drive to exceed business targets.
You will be rewarded with a generous basic salary and benefits package.
Don’t delay, apply today for a confidential conversation.
Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.
Please note that our client is an equal opportunities employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.