Financial Planner (Restricted financial planning services)

Financial Planner (Restricted financial planning services)

Job Title: Financial Planner (Restricted financial planning services)
Contract Type: Permanent
Location: London
Salary: Depending on Experience
Reference: 102590
Contact Name: Alex Craine
Contact Email:
Job Published: December 01, 2016 11:47

Job Description


Exciting new opportunity exists for an experienced financial planner, to work closely with the Managing Director and his Board of this highly successful and progressive, private client business.

You will be expected to play an instrumental role in the development and on-going delivery of this new proposition in establishing a ‘restricted business’ arm to our private client practice. You will work closely with the marketing team in the development of the branding, marketing and distribution channels.

This is an exciting time for someone to join, as you will be expected to play an integral role in this project and as the proposition develops, there will potentially be scope to lead a team.


  • Possess a successful track record gained within the restricted advisory business
  • Strong level of academic and professional achievements at least QCA Level 4, preferably 6
  • Strong analytical, problem solving and report writing skills
  • Ability to work to tight deadlines whilst maintaining accuracy and attention to detail
  • Excellent organisational and project management experience