Lombard Private Clients
Financial Planning Consultant
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Company Description
Lombard Private Clients specializes in helping affluent families achieve financial freedom and independence. Guided by the principles of Clarity, Simplicity, and Impact, the team provides tailored financial strategies to successful entrepreneurs and City professionals.
Partnered with St. James's Place Wealth Management, Lombard Private Clients is committed to delivering exceptional regulated financial solutions that change lives.
Role Description
This is a full-time hybrid role based in the City of London, with flexibility for some remote work. As a Financial Advisor at Lombard Private Clients, you will be responsible for providing comprehensive financial advisory services to clients, including retirement planning, investments, financial planning, and business exit planning. You will work to understand each client's unique aspirations and develop tailored strategies to help them achieve financial independence. The role requires ongoing client relationship management, market analysis, and staying updated on financial planning and regulation.
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Qualifications
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- CAS qualified only, must currently hold Competent Adviser Status
- Experience in Financial Planning and Retirement Planning
- Strong knowledge of Finance and Investments
- Proven expertise in providing Regulated Financial Advisory services
- Excellent communication and interpersonal skills to build and maintain client relationships
- Ability to assess client needs and develop customized financial strategies
- Relevant certifications and qualifications in financial planning, such as DipFA or equivalent
- Up-to-date understanding of financial regulations and compliance
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