Financial Planner

Exciting Opportunity: Financial Planner - London

Position: Financial Planner Level 4 Diploma in Financial Planning (CII or equivalent)
Location: London (Zone 1)
Salary: £60k-£80k neg + Performance Bonuses, Pension, Healthcare, and Support for Chartered Status
Job Type: Full-time | Permanent | Hybrid (3 days office, 2 days remote)

Are you a motivated and ambitious financial planning professional looking to elevate your career? We are a growing, dynamic firm based in London, seeking a Financial Planner with at least 5 years of experience to join our expert team. This is a fantastic opportunity to contribute to a client-focused business that offers long-term career progression, a competitive salary, and a strong benefits package.

Key Responsibilities

• Client Relationships: Manage and expand an existing client portfolio while generating new business through referrals and networking.
• Tailored Financial Advice: Deliver personalised, independent financial planning advice on pensions, investments, tax, and protection products.
• Compliance: Ensure adherence to FCA regulations and high compliance standards.
• Collaborative Support: Work closely with a talented team of IFAs, paraplanners, and administrators to provide exceptional service.
• Paraplanning & Admin: Assist with all aspects of financial planning, including report writing and client onboarding.
• Contribute to Growth: Use your initiative to identify business opportunities and improve internal processes.

What We're Looking For

• Experience: 5+ years in a financial planning firm
• Qualifications: Level 4 Diploma in Financial Planning (CII or equivalent) is essential. Progress toward Chartered status is a strong plus.
• Skills: Strong communication, organisational, and analytical skills, with the ability to manage relationships and work independently or as part of a team.
• Sector: Wealth Management background preferred

Desirable Attributes

• A degree in Finance, Economics, Business, or a related field.
• Currently studying for, or committed to studying for, Chartered Financial Planner status is highly desirable.
• Broad experience providing holistic financial advice across multiple products.
• Level 4 Diploma in Financial Planning (CII or equivalent) is essential

Ready to take the next step in your career? Apply today and become part of a supportive and ambitious team!

If this role isn't the right fit for you, we have a fantastic candidate referral reward program in place. We offer payouts at both interview and placement milestones. For further details, please visit our website.

Deerfoot Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.