• Permanent vacancy for a full time or part time CFP based in London Bridge.
• Small boutique firm looking to add a CFP with their own small book of clients

JOB DESCRIPTION

CFP Qualified Financial Planner, Financial Services

• Develop, manage and maintain a diverse portfolio of clients
• Provide comprehensive and expert financial planning advice to clients on pensions, ISAs, JIAs, Investment Bonds
• You will be responsible for adding clients to the firms portfolio to maximise revenue
• Stay abreast of market trends to identify opportunities and risks
• Regularly review client portfolios and recommend changes when necessary
• Ensure compliance with all regulatory and internal policies
• Develop and maintain strong relationships with internal and external stakeholders
• Participate in new business development initiatives

Please refer the Job description for details