The Role:I am recruiting a Financial Planner on behalf of Monenti Partners, a leading independent Financial Planning firm based in central London (WC1). The successful candidate is likely to be a relatively recently qualified Financial Adviser, keen to take ownership of an established portfolio of frequently complex, HNW clients, providing fully holistic, independent lifestyle financial planning, whilst working alongside and learning from expert Chartered Financial Planners.
The Person: The successful Financial Planner (Financial Advisor, Financial Adviser, IFA) will be a warm relationship builder who is service orientated and who is capable of delivering a personalised and holistic financial planning service of the highest standard, providing clarity and empowering clients to make informed decisions. You will receive the support and funding to enable you to progress professionally, working towards becoming Chartered (if you are not already). The successful Financial Planner will be aspirational and keen to make a significant contribution to the growth of a progressive and ambitious firm while being invested in, valued and rewarded accordingly.
Salary and Benefits: This is...