LimepeoplesearchselectInformation Technology

Financial Planner / Chartered Financial Planner

Central Londononsite

Posted 81mo ago · via Smartrecruiters

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About this role

My client is an expert Financial Planning firm, specialising in Pensions, Investments, Mortgages, Life, Health and Critical Illness Insurances, dealing with both Individuals and Corporate clients throughout the UK. We are seeking an addition the Adviser team in the London offices of the firm and are seeking an experienced Financial Planner / Chartered Financial Planner to assist the firm in generating profitable new business for the firm, from lead generation (internal & external) and identifying own sources of new business through networking, contacts and internal marketing campaigns. You will also be responsible for managing an existing book of clients and will continue to deliver ongoing Advice suited to their current and future needs.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

Skills match

We compare your skills against the role requirements.

Level fit

We check your title trajectory against the seniority signal of the role.

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

Location fit

This role is based in Central London. We weight your proximity and willingness to relocate.

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Free · no card · written explanation included

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