Job Description
Job Title: Qualified Financial Planner
Employer: Independent Multinational Wealth Management and Private Finance Firm
Location: London
About the Firm
My client is a privately owned, independent wealth management and private finance firm providing impartial advice and bespoke solutions to individuals, families and businesses. The firm combines global reach, advanced client systems and a commitment to training and compliance.
Role Summary
The Qualified Financial Planner will deliver comprehensive, compliant financial planning and wealth management services to a portfolio of clients. Working consultatively, the planner will design and implement tailored strategies across savings, investments, pensions and protection to help clients meet short-, medium- and long-term goals.
Key Responsibilities
- Undertake full financial fact-finds and needs analyses to establish client objectives and risk profiles
- Develop, present and implement holistic financial plans covering: regular savings, lump-sum investments, pensions (including transfers where applicable), wealth management and protection planning (life, critical illness)
- Recommend suitable investment solutions and ongoing portfolio management strategies
- Monitor client portfolios, conduct regular reviews and rebalance as required
- Prepare clear suitability reports and maintain accurate client records in line with firm procedures
- Ensure strict compliance with regulatory and internal governance requirements
- Build and maintain strong client relationships and proactively grow a client base through referrals, networking and business development
- Mentor and support junior advisers where appropriate
Required Qualifications & Experience
- Recognised professional financial planning qualification (chartered/advanced diploma or equivalent) and regulatory authorisation where applicable
- Minimum 5 years’ experience in financial planning or wealth advisory (adjustable to client needs)
- Proven track record advising on investments, pensions and protection products
- Strong technical knowledge of financial planning principles, tax-efficient strategies and relevant regulations
Skills & Attributes
- Excellent client-facing, communication and presentation skills
- High attention to detail and strong report-writing ability
- Commercially minded, target-driven and self-motivated
- Strong analytical skills and proficiency with financial planning tools and portfolio systems
- Ability to work independently and collaboratively within a global team
- Commitment to continuous professional development
Benefits
- Competitive and performance-linked remuneration with uncapped earning potential
- Generous ongoing commission/trail arrangements (where applicable)
- Structured career progression and training from senior professionals
- Full operational, compliance and administrative support
- Flexible working arrangements depending on role and office
How to Apply
Candidates should send a CV and cover letter, shortlisted applicants will be asked to provide proof of qualifications and references.
Privacy & Consent
By applying, candidates consent to the collection, use and processing of their personal data in accordance with the firm’s privacy policy.