CFP Qualified Financial Planner
Michael Page London
About Our Client
My client is a small boutique firm, with a family ethos who pride themselves on a friendly and inclusive approach to financial planning. They are committed to delivering high-quality service from their London Bridge location to individuals and and corporate clients.
Job Description
CFP Qualified Financial Planner, Financial Services- Develop, manage and maintain a diverse portfolio of clients
- Provide comprehensive and expert financial planning advice to clients on pensions, ISAs, JIAs, Investment Bonds
- You will be responsible for adding clients to the firms portfolio to maximise revenue
- Stay abreast of market trends to identify opportunities and risks
- Regularly review client portfolios and recommend changes when necessary
- Ensure compliance with all regulatory and internal policies
- Develop and maintain strong relationships with internal and external stakeholders
- Participate in new business development initiatives
The Successful Applicant
A successful CFP Qualified Financial Planner should have:
- A certification as a Certified Financial Planner (CFP) is essential with own small client book
- Comprehensive knowledge of financial planning with the ability to expertly advise on pensions, ISAs, JIAs and Investment Bonds
- Experience of Employee Benefits for the company's corporate clientele would be a bonus
- Exceptional client relationship management skills
- Excellent communication and presentation skills
- Demonstrated success in managing and growing a diverse client portfolio
- Proficiency in using financial planning software
- A competitive salary package of approximately £80k to £100k per annum, with descretonary bonus
- A pension scheme with 4% employer and 5% employee contribution
- Private medical insurance
- Generous holiday leave of 28 days
- A supportive and professional work environment
- The opportunity to work in the desirable London Bridge location
This is a fantastic opportunity for a CFP Qualified Financial Planner looking to take their career to the next level. We encourage you to apply if you believe you have the skills and experience to succeed in this role.
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