Financial Planner - London

About the role

Mercer Private Wealth is looking for a Financial Planner (ideally Chartered) in London to take over an established area of existing clients and new business opportunities. You will work alongside a designated support team.

Key responsibilities

• Produce advice reports to business and regulatory standards and implement solutions agreed with clients
• Work to agreed budgets and working practices, helping generate new business
• Deliver advice in line with the FCA's Statements of Principles and the firm's compliance standards, treating customers fairly
• Maintain competence by reviewing training needs with your supervisor and keeping an up-to-date Statement of Professional Standing (SPS)
• Provide ongoing services to existing fee-paying clients

Required profile

• Current Statement of Professional Standing (SPS) from CIIA
• Good level of relevant industry experience
• Excellent interpersonal and communication skills
• Able to work in a structured, efficient manner, using support staff where necessary

What stands out

• Chartered status with CIIP
• Pension Transfer Specialist qualification
• Knowledge of Intelliflo

What we offer

• Professional development opportunities and interesting work
• A supportive, inclusive culture with a range of career opportunities
• Benefits and rewards to support well-being
• Hybrid working, with at least three days per week in the office