Financial Planner - London

We are looking for a Financial Planner to join Mercer Private Wealth in London. This role involves managing an established client base and generating new business opportunities while ensuring compliance with regulatory standards. Ideal candidates will possess a Chartered status and have strong interpersonal skills.

Skills

• financial planning
• client management
• advisory process
• technical knowledge
• chartered status
• regulatory compliance
• fca compliance
• interpersonal skills
• communication skills
• intelliflo knowledge
• client care standards
• structured work
• customer outcomes
• professional development