Jobs

Financial Planning Director - Investment House, London

Posted 2 months ago
Salary
£90,000/ANNUAL
Location(s)
Work from home
Type
Permanent

A high profile Investment House, with an excellent reputation, are looking to appoint a Financial Planning Director in London. The firm have a very high quality and long established Financial Planning team, who typically works with existing clients, often referred via the Investment Directors. The new incumbent will take over a client base which consists of some of the firm’s largest and most complex clients, as well as developing internal and external relationships to nurture further business.

The majority of advice is centred around Pensions and IHT Planning and so expertise in these areas is essential. Chartered Status is preferred.

The firm has an exceptional culture, with a real focus on supporting employees to achieve a healthy work/life balance tailored to their needs, on diversity and inclusion, and on opening up long term career progression and promotion opportunities.

Jobs you might also like

  • Paraplanner - Wealth Management, Mayfair
    A high calibre wealth management firm is looking to expand their paraplanning team, who currently provide centralised support to their Chartered Advisors in London and Ipswich. You'll have experience...
    Salary
    £50,000/ANNUAL
    Location(s)
    London
    Type
    Permanent
  • Senior Financial Planner (inheriting MD's clients), Chartered IFA - Hampshire
    BWD are working on an exclusive basis with an exceptional, regional Chartered IFA firm in Hampshire who, due to the forthcoming retirement of the MD, are looking to hire a high calibre Chartered...
    Salary
    £90,000/ANNUAL
    Location(s)
    South East
    Type
    Permanent
  • Junior Business Analyst
        The candidate will help transform Conduct Reporting, through systematic and analytical review of existing process, identification of hot spot and efficiency, followed by solution delivery....
    Salary
    £25,000/ANNUAL
    Location(s)
    Yorkshire and The Humber, South West, East of England
    Type
    Permanent