Job Description
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 est...