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

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

    2 weeks ago

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    Description
    As a Financial Planner in London, you will be working alongside the Director of the UK business.

    Working in a face-to-face capacity with UK-wide clients (majority in the South East area), you will be advising clients on medium to longer term financial objectives.

    You will be responsible for offering areas of advice covering such areas as Lump Sum Investment, Retirement Planning, Life Insurance, and General Estate Tax Planning.

    A proven track record of success within an Advisory / Relationship Management capacity, within a financial services organisation such as a bank, brokerage or IFA.

    At least 1 year experience as a Financial Planner.
    Self-employed split of business OR employed with a competitive basic salary + bonus scheme
    ~25 days holiday + bank holidays
    ~ Flexible working hours and the option to work from home/ remotely
    ~ In depth training in Repatriation and clients returning with offshore solutions

    Strong regulatory background in multiple jurisdictions
    Full training and support including funding of external CII, CISI and LIBF qualifications
    Industry leading investment proposition
    Flexible working and infrastructure.
    Self-employed and employed adviser options available

    Whether you are an experienced financial planner looking for a new challenge or have recently graduated from university, our client offer a truly unique proposition in the international wealth management space.

    With an unrivalled support network consisting of the best in compliance, training, back office, recruitment, tech, and marketing, joining our client allows you to create a future to be proud of whilst living in some of the most amazing places in the world.

    The most important USP for our client is their strong regulatory background, that has been with us since inception.

    Their due diligence ensures they continue to develop new terms of business with investment and insurance providers, while staying ahead of regulatory changes.

    Investment Committee
    They have an industry leading investment proposition, that is constantly reviewed by their investment committee.

    Their investment philosophy is based on four key principles:
    consistency, long term growth, quality investments and diversification.
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