Classified ads in London

Senior Financial Planner - Wealth Management

This advert has expired. Contents may not be accurate any longer.

Salary: £50,000.00 per annum

Greater London, London

Job Advertiser

FRS Recruitment
Registered: 13 Dec '17
Postings: 208
Followers: 3, Following: 0

Job Reference: FRS60443

Job Duration:

Start date: ASAP


My client, a leading Wealth Management company, is seeking an experienced Senior Financial Planner to join their team in providing comprehensive financial planning services to their clients.Responsibilities:

* Work with existing clients.
* Foster new relationships through continuous client engagement.
* Provide professional advice and recommendations.
* Lead client meetings and presentations.
* Mentor junior staff members.
* Keep in touch with industry trends.


* Bachelor's degree in finance, economics, or a related field.
* Minimum of 3-5 years of experience in financial planning, wealth management, or related field.
* Demonstrated expertise in financial planning concepts, investment strategies, and retirement planning.
* Strong analytic skills and attention to detail, with the ability to analyse complex financial scenarios and develop actionable recommendations.

Please contact Olivia Quinlanwith your most recent CV for immediate consideration or if you would like more information.

Industry: Financial Services

Salary: Competitive Salary + Plus Benefits

Salary Benefits: Competitive Salary + Plus Benefits

Vacancy Type: Permanent

Job Skills: Financial Advisor|Sales|Financial Planning

Contact Name: Olivia Quinlan

Website: -

Direct Application URL: -

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Position Details

Advert Ref: #3067818
Posted: 19 Jun '24
Visits: 13