Chartered Financial Planner

JR United Kingdom; Bath; On-site; GBP 110,000 - 130,000; Full time

Job summary

A leading integrated Wealth Manager in London is seeking an experienced financial planner to drive business development and cultivate professional relationships. This role offers a competitive salary up to £110,000 plus bonuses and a clear pathway to Senior Director level, providing substantial earning potential and support for success.

Benefits

Exceptional overall earning potential

Full back-office and paraplanning support

Qualifications

• Qualified Level 6 advisor with experience in financial planning.
• Strong networking skills to develop professional relationships.
• Proven track record in business development.

Responsibilities

• Develop new business opportunities and professional connections.
• Foster long-term, trusting client relationships.
• Provide exceptional professional services and support.

Skills

Networking

Relationship Management

Business Development

Education

Level 6 Qualification for Advisors

Job description

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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. This role primarily involves new business development and cultivating professional connections. You must embrace networking (both internally and externally) to foster long-term, trusting relationships, ensuring clients receive the best professional services and support.

This role offers a clear career pathway to Senior Director level, which provides strong 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.