Financial Planner (Financial Adviser), Partner

Overview

Role focused on providing innovative financial advice and building client relationships.

Ideal candidate has 2+ years of experience in financial advice and is qualified to give regulated advice in the UK.

Locations

• United Kingdom, England, London

Requirements

• Qualified to give regulated financial advice in the UK
• 2+ years of experience in financial advice
• Client-centric approach
• Entrepreneurial mindset
• Comfortable with technology
• Team player
• High integrity

Responsibilities

• Create new business opportunities
• Provide holistic financial advice
• Deliver exceptional client service

Benefits

• Competitive salary and benefits
• Potential equity in the company
• Wellness support
• Budget for learning
• Electric vehicle leasing
• Flexible working hours
• Diverse team
• Creative environment