Hybrid Associate Director | Chartered Financial Planner

DeFi Planet; London; Hybrid; GBP 70,000 - GBP 90,000; Full time

Job summary

A leading global professional services network is seeking an Associate Director and Chartered Financial Planner in London. The role involves managing client portfolios, providing high-quality financial advice, and supporting business development efforts. Ideal candidates will have relevant qualifications and substantial financial planning experience. This hybrid position includes work from both the Sutton office and the London office.

Qualifications

• Minimum diploma qualified; ideally a Certified Financial Planner and Chartered Financial Planner.
• Substantial financial planning experience.
• Proven ability to proactively manage client relationships.

Responsibilities

• Manage a portfolio of existing clients and identify planning opportunities.
• Provide financial planning advice to referred clients.
• Develop relationships within the firm and assist business development.

Skills

Client relationship management

Financial planning

Risk management

Business development

Education

Diploma in Financial Planning

Certified Financial Planner

Chartered Financial Planner

Job description

A leading global professional services network is seeking an Associate Director and Chartered Financial Planner in London. The role involves managing client portfolios, providing high-quality financial advice, and supporting business development efforts. Ideal candidates will have relevant qualifications and substantial financial planning experience. This hybrid position includes work from both the Sutton office and the London office.