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Chartered Financial Planner

JR United Kingdom

Basingstoke

Hybrid

GBP 90,000 - 130,000

Full time

Yesterday
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Job summary

Une entreprise de gestion de patrimoine intégrée recherche un planificateur financier qualifié de niveau 6 pour son bureau de Londres. Ce poste offre un rôle de développement commercial et un potentiel de carrière clair vers le niveau de directeur senior. Vous bénéficierez d'un soutien administratif complet pour vous concentrer sur vos forces.

Benefits

Excellent bénéfices
Potentiel de gains élevé

Qualifications

  • Advisor qualifié de niveau 6 recherché.
  • Expérience en développement commercial et réseautage est essentielle.
  • Capacité à établir des relations de confiance à long terme.

Responsibilities

  • Développer une nouvelle clientèle et des connexions professionnelles.
  • Réseauter pour offrir des services professionnels.
  • Recevoir un soutien complet en back-office et en paraplanification.

Skills

Développement commercial
Réseautage
Relations professionnelles

Education

Level 6 Qualified Advisor

Job description

Social network you want to login/join with:

Chartered Financial Planner, Basingstoke

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Client:

IDEX Consulting Ltd

Location:
Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

06.06.2025

Expiry Date:

21.07.2025

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Job Description:

Chartered Financial Planner

London - hybrid

Salary up to circa £110,000 plus bonus, excellent benefits

A leading integrated Wealth Manager organisation is looking to add an experienced financial planner to their team in London.

They are seeking Level 6 qualified Advisors. The role involves new business development and cultivating professional connections. Networking (both internally and externally) is essential to foster long-term, trusting relationships, enabling clients to receive the best professional services and support.

This position offers a clear career pathway to Senior Director level, with significant earning potential. The starting salary is up to circa £110,000 basic, with exceptional overall earning potential and benefits.

You will also receive full back-office and paraplanning support, allowing you to focus on your core strengths.

If you want to work for one of the top financial planning practices in the UK and advance your career, please apply or contact me for a confidential discussion.

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