Skip to main content

This job has expired

Financial Planner -Employed

Employer
Aspire Executive Search
Location
London, United Kingdom
Salary
Competitive Salary
Closing date
Feb 8, 2023

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Financial Planner Basic up £70,000 Bonus and outstanding Bonus and Benefits

Are you an experienced Financial Advisor seeking a more supported role?

Are you more motivated by Clients than by targets, then I’d love to hear from you.

This is a fantastic opportunity that will suit you if you are a Financial Advisor / Financial Planner, from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Advisor.

As a leading financial services business, my client is offering an excellent opportunity for you to work on an Employed basis.

This is a perfect time to join:

The Role:
  • You'll contribute to a busy and thriving team in order to deliver exceptional customer service
  • Meet new clients face-to-face and virtually
  • Conduct meetings and providing holistic financial advice to review and meet the client’s immediate and ongoing financial needs
  • Managing and building a designated portfolio of client relationships and introductions, identifying and addressing client’s needs
  • Using a range of business development strategies to proactivelyonboard new clients
  • Establishing links with introducers, both internal and external

What you need in order to apply:
  • Proven experience as a financial planner
  • Strong ethics, with a customer-oriented attitude
  • Outstanding communication skills, with the ability to foster long-term relationships
  • Diploma in Financial Services

In addition to a basic salary of up to £70,000 you will receive:

A salary that is reflective of your skills and experience + bonus + benefits

Support with further qualifications

Huge growth potential

What a fantastic opportunity! If you would like to find out more and you fulfil the above criteria please get in touch for an initial discussion.

Alternatively feel free to reach out to HELEN SPRIGGS on LINKEDIN in order to find out more.

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert