Job Description

A high profile Investment House, with an excellent reputation, are looking to appoint a Financial Planning Director in London. The firm have a very high quality and long established Financial Planning team, who typically works with existing clients, often referred via the Investment Directors. The new incumbent will take over base of high net worth clients, as well as developing internal relationships to nurture further business.

The majority of advice is centered on complex Pensions and Planning, so expertise in these areas is essential. Chartered Status is preferred but not essential.

The firm has an exceptional culture, with a real focus on supporting employees to achieve a healthy work/life balance tailored to their needs, on diversity and inclusion, and on opening up long term career progression and promotion opportunities.

Required Knowledge, Skills, and Abilities