Financial Planner, Investment Retirement Planning (London)

Financial Planner, Investment Retirement Planning (London)

03 Oct
|
Leadervest
|
London

03 Oct

Leadervest

London

A well-established and growing financial services firm is seeking an experienced Financial Advisor to join its team.

Responsibilities Deliver comprehensive financial planning and investment advice Manage and grow a book of business Develop new client relationships through proactive business development Provide mutual fund and (where licensed) insurance solutions Conduct regular portfolio reviews and ensure regulatory compliance Maintain high standards of client service and relationship management Qualifications LLQP (Life License Qualification Program) - preferred Minimum 2+ years of experience as a Financial Advisor or Investment Advisor Strong track record of client retention and business development Excellent interpersonal and communication skills Self-motivated with an entrepreneurial mindset In good standing with applicable regulatory bodies Required Skills Robust track record of client retention and business development, Excellent interpersonal and communication skills, Self-motivated with an entrepreneurial mindset.

Pay range and compensation package Competitive compensation structure (base salary + commissions).

📌 Financial Planner, Investment Retirement Planning (London)
🏢 Leadervest
📍 London

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