Financial Planner in City of London

Job description

Financial Planner

London - hybrid

£80,000 plus bonus and benefits

I have an incredible opportunity in London for an experienced Financial Planner.

This ultra-modern, bespoke, technology led Financial Planning company is looking for high calibre, experienced Financial Planners to engage with their mass affluent/high-net worth client base.

Offering top end, tech led, fully digitalised advice - this company truly encapsulates next generation financial planning using cutting edge behavioural finance research and lifestyle modelling software.

With the security of a large corporate and the excitement and activity of working within a smaller team they are privately owned and run in a way to benefit both their client and employees.

Would this be of any interest to you?

• Ultra-modern, fully digitised, market leading, 21stc - next gen technology
• Hybrid role - agile and flexible working policies
• Being part of something different - new - innovative and exciting
• This role is not 'the norm' - incredible opportunity

Offering:

• Fantastic company culture; a fun, exciting and collaborative working environment
• Incredible career development potential - huge opportunities
• Digitally delivered, simple/clear advice - NO ADMIN AND NO NEEDLESS FILING. Giving you more time to advise your clients
• Competitive salary + bonus and benefits package
• Quality lead pool provided, 15-20 leads provided pcm
• Full administration and paraplanning support

This is an significant opportunity to work somewhere that you can really add value, be given a voice and be heard - Would you be interested in being a part of a company that is looking to build a business that works for the world?

If so, please email me in the first instance for further information.

Extra information

Status

Open

Education Level

Secondary School

Location

City of London

Type of Contract

Part-time jobs

Published at

19-06-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English