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    Financial Planner - London, United Kingdom - Independent Resourcing Consultancy Ltd

    Independent Resourcing Consultancy Ltd
    Independent Resourcing Consultancy Ltd London, United Kingdom

    Found in: Talent UK C2 - 3 days ago

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    Description

    As a leading organization in their sectorwith offices in the UK and across the globe our client hasdeveloped a unique advice proposition which has led to asignificant increase in client demand as they expand their presencein London and the Southeast.

    As aFinancial Planner in London you will be working alongside theDirector of the UK business. Working in a facetoface capacity withUKwide clients (majority in the South East area) you will beadvising clients on medium to longer term financial objectives. Youwill also be supporting our Head of Repatriation with clientsreturning to the UK.

    You will be responsible foroffering areas of advice covering such areas as Lump Sum InvestmentRetirement Planning Life Insurance and General Estate TaxPlanning.

    Desired Skill &Experience

    • A proventrack record of success within an Advisory / RelationshipManagement capacity within a financial services organisation suchas a bank brokerage or IFA.
    • Level 4 RDR UKDiploma (or equivalent if not UK based) minimum qualification.Ideally Chartered.
    • A proactive andentrepreneurial attitude that has lead the generation of newbusiness whilst effectively maintaining client relationships in anefficient holistic fashion.
    • At least 1 yearexperience as a FinancialPlanner.

    Benefits

    • Selfemployedsplit of business OR employed with a competitive basic salary bonusscheme
    • 25 days holiday bankholidays
    • Flexible working hours and the optionto work from home/ remotely
    • Full support of aninhouse paraplanner
    • Inhouse marketing team tosupport any campaigns you wish to run
    • In depthtraining in Repatriation and clients returning with offshoresolutions

    Why

    • Strongregulatory background in multiplejurisdictions
    • GlobalPresence
    • Full training and support includingfunding of external CII CISI and LIBFqualifications
    • Industry leading investmentproposition
    • Support with lead generation viabusiness development research and marketingteams
    • Full paraplanning and adminsupport
    • Flexible working andinfrastructure.
    • Selfemployed and employedadviser optionsavailable

    UniqueProposition

    Whether you are anexperienced financial planner looking for a new challenge or haverecently graduated from university our client offer a truly uniqueproposition in the international wealth managementspace.

    With an unrivalled support networkconsisting of the best in compliance training back officerecruitment tech and marketing joining our client allows you tocreate a future to be proud of whilst living in some of the mostamazing places in theworld.

    Regulation

    Themost important USP for our client is their strong regulatorybackground that has been with us sinceinception.

    They hold the necessary licenses tooperate in every jurisdiction where they have a physicalpresence.

    Compliance

    Underpinningtheir strong licensing and client offering is their dedicatedinternal compliance team. Their due diligence ensures they continueto develop new terms of business with investment and insuranceproviders while staying ahead of regulatorychanges.

    InvestmentCommittee

    They have an industryleading investment proposition that is constantly reviewed by theirinvestment committee. Their investment philosophy is based on fourkey principles: consistency long term growth quality investmentsand diversification.

    OperationalSupport

    Their advisers aresupported by a large operations team who handle queries fromproviders trustees and clients to ensure the smooth issuance of newbusiness advice.

    BusinessDevelopment

    Business DevelopmentManagers are in place to introduce their unique proposition priorto setting up a first meeting with an adviser. They are alsosupported by a dedicated UK based marketing team who createbrochures sales aids advertising campaigns and muchmore.

    TeamEthos

    Often overlooked they have astrong team ethos. Their advisers BDMs and administrative staffspend a lot of time together and the sense of camaraderie is a realdraw.

    • Selfemployedsplit of business OR employed with a competitive basic salary bonusscheme
    • 25 days holiday bankholidays
    • Flexible working hours and the optionto work from home/ remotely
    • Full support of aninhouse paraplanner
    • Inhouse marketing team tosupport any campaigns you wish to run
    • In depthtraining in Repatriation and clients returning with offshoresolutions

    Remote Work :

    No

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