Job Information

Our client has been established in London’s Finance district for nearly 14 years. They are at the forefront of the latest thinking in financial advice and planning. Logic, an understanding of human behaviour, academically validated investment strategies and risk analysis combine seamlessly with the latest technology to deliver the best possible service.

Due to expansion they are seeking a qualified Financial Planning Consultant.

They have experts in a very broad range of areas so if you come across a case you’re not familiar with there will always be another member of the team who can help.

In addition to providing expert financial advice to private clients, they also work with employers to design and implement benefits packages as well as provide financial advice and education in the workplace.

They are a growing, agile business with forward thinking financial planners. The whole firm understand and are engaged in financial planning.

• You should have some clients but will be provided with leads and new business opportunities and business support so you spend your time advising and seeing clients.

• You must be ambitious and have a desire to reach the pinnacle of your career in an environment where others feel the same.

• Must hold CAS status and be diploma qualified as a minimum.

• Confidence and ability in public speaking or group presentations are a definite advantage.