Financial Planner

Connor Broadley Wealth Management

Mayfair

Connor Broadley was established on the simple premise that putting the client first and providing excellent service would bring its own success. So it has proved, and we have grown over the last 11 years through unsolicited first hand referrals and word of mouth.

We believe that financial success requires good planning, a clear strategy, and excellent execution, which is why Connor Broadley is unusual amongst wealth managers in that we place equal emphasis on the provision of high quality financial planning and investment management expertise.

Our financial planners provide specialist independent advice together with very personable, diligent and attentive one to one service. This supports the trusting, long term relationships we have with all our clients.

The role

We are seeking a financial planner to join our fun and hard-working team. You would ideally be Chartered, or be level 4 qualified and working towards Chartered status, looking for an exciting longer-term career opportunity.

You will be working closely with one of our senior financial planners, attending client meetings and assisting in the day to day management of client accounts with a view to taking on client relationships in your own right. An existing client bank is available, together with new business leads.

As such, you will need to be technically proficient in all areas of personal finance, ideally have experience providing advice to clients face to face, and be able to develop and maintain strong and effective client relationships.

If you’re looking for an excellent longer-term career opportunity with a fun, exciting company, please contact careers@connorbroadley.co.uk for full details.

Get in touch

If you have questions, queries or would like to make a suggestions, please don't hesitate to get in touch with us.