FINANCIAL PLANNER:

  • Company

    Morgan McKinley

  • Location

    UK-London

  • Compensation

    Excellent

  • Position Type

    Employee

  • Employment type

    Full time

  • Updated

    26 Nov 2008

  • eFC Ref no

    479787
Our client, a leading financial services house is looking to hire an experienced Financial Planner for their London office.

To provide a comprehensive financial planning service to clients. This will involve  looking at client's financial goals and attitudes towards investments/risk and recommending them the best solution.
To meet individual / team sales targets.
To ensure all data is accurately recorded.
To respond to all business opportunities in a timely and efficient manner.

 Candidate Specification:
Experience within financial services in a similar financial planning role.
The candidate must hold relevant industry qualifications  ie: CEFA/ IFA/ CFP, as well as be willing to take additional qualifications.
Excellent communication skills.
 

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