Financial Planner in London

Location: London
Salary: Hidden
Recruiter: Skybound
Job Hours: Full-time
Remote: Work from home

Start your application for this job today

Apply Now

Job Description

As a leading organisation in our sector with offices in the UK and across the globe, Skybound have developed a unique advice proposition which has led to a significant increase in client demand as we expand our presence in London and the South East.

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 also be supporting our Head of Repatriation with clients returning to the UK. 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.

Desired Skill & Experience

  • A proven track record of success within an Advisory / Relationship Management capacity, within a financial services organisation such as a bank, brokerage or IFA.
  • Level 4 RDR UK Diploma (or equivalent if not UK based) minimum qualification. Ideally Chartered.
  • A pro-active and entrepreneurial attitude that has lead the generation of new business, whilst effectively maintaining client relationships in an efficient, holistic fashion.
  • At least 1 year experience as a Financial Planner.

    • Benefits

  • 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
  • Full support of an in-house paraplanner
  • In-house marketing team to support any campaigns you wish to run
  • In depth training in Repatriation and clients returning with offshore solutions.

    • Related jobs near me

    People also searched for

    About London,

    Population: 8,799,774 Train Stations: 333

    Education Stats

    • Schools: 5659
      • Primary Schools: 3557
      • Secondary Schools: 1393
      • Sixth Forms: 795
    • 17% are independent
    • Ranking: 1/9
    • Top 20%

    House Prices

    • Average House Price: £773,961
    • Compared to UK Average: +£399,319
    • -
    • -
    • -
    • Ranking: 1/9
    • Top 20%
    • -

    Average Salary

    Crime Stats

    • Crimes per 1000: 121
    • -
    • -
    • -
    • -
    • Ranking: 7/9
    • Bottom 40%
    • Worse than last year

    The best places to find the most Financial Planner jobs

    Companies:

    Recruitment Agencies:

    Job Boards:

    Average salary comparison

    Job salary over time

    Salaries by job level

    Salary across the UK

    Useful Resources:

    Career Advice:

    How to write a CV Looking for work How to apply for a job Interview advice Accepting a job offer

    CV template for a Financial Planner

    View Now
    CV template for a Financial Planner

    Glassdoor Company Reviews

    Search

    Find a Salary

    About

    Check-a-Salary provides insight on earnings collated across multiple sources for every position in the UK.

    Access over 55,000 free job description templates and use our job alert service to access over 650,000 jobs at any time.

    Contact Us: info@checkasalary.co.uk

    Stay Connected

    Useful Links

    Recent Blog Entries

    Newsletter

    Subscribe to our newsletter

    • Partners of Research LTD. Trading as Check-a-Salary. Registered address: The Carriage House, Mill Street, Maidstone, Kent, ME15 6YE with company number: 08521222. Trading address: Unit 4 The Mews, 16 Holly Bush Lane, Sevenoaks, TN13 3TH