Financial Planner

Job Description

As a leading organization in their sector with offices in the UK and across the globe, our client has developed a unique advice proposition which has led to a significant increase in client demand as they expand their presence in London and the Southeast.

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