Associate Director​/Financial Planner

Overview

Regional Director es's Place Wealth Management

“Is Your Career Plateauing? Is Your Trajectory Too Slow? When Would ‘Now’ Be a Good Time to Take Control?”

Do you want to drive your career progression or remain limited by the constraints of your current firm? If you are ready to accelerate your professional development while making a real impact for clients, this could be the right opportunity.

Join the #1 ranked SJP Partner Practice over the last 22 years, based in prestige City of London offices — a proven business that consistently develops top-performing advisers who deliver outstanding ongoing service and outcomes for clients. Step in as Associate Director, with a clear, results-based pathway to Director, Executive Director, and potential equity participation, including significant basic salary increases.

• Build lasting client relationships and deliver exceptional ongoing service and outcomes for clients.
• Deliver holistic financial planning advice built around lifetime cashflow planning software to help clients achieve long-term goals.
• Accelerate career trajectory within a business that demonstrates consistent success in developing top performers.
• Utilize provided marketing support and mentorship from a Senior Managing Partner to grow the client base.

• Performance-based allocation of additional clients and funds under management
• A high-quality client bank of City professionals with six-figure and multi–six-figure earnings potential
• Full marketing support, no prospecting required, and mentorship from a Senior Managing Partner
• A collegiate, client-focused culture with uncapped earnings and no salary validation or discretionary bonuses
• Financial rewards directly correlated with delivering excellent outcomes for clients

• Director

• Full-time

• Finance