Chartered Financial Planner

JR United Kingdom; Birmingham; On-site; GBP 110,000 - 140,000; Full time

Job summary

A leading integrated Wealth Manager organisation in the UK seeks an experienced financial planner to join their London team. The role is ideal for Level 6 qualified Advisors and emphasizes networking, business development, and fostering long-term relationships for optimal client services. With a starting salary of up to £110,000 plus bonuses and a clear pathway to Senior Director level, this opportunity promises significant professional growth and earning potential.

Benefits

Excellent benefits

Back-office support

Clear career pathway

Qualifications

• Experience in financial planning and advisory services.
• Capable of fostering long-term client relationships.
• Strong networking skills to develop new business.
• Embrace professional connections for service enhancement.

Responsibilities

• Primarily involves new business development.
• Cultivate professional connections for best client service.
• Receive full back-office and paraplanning support.

Skills

Networking

Relationship Building

Education

Level 6 Qualification

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, enabling your clients to receive the best professional services and support.

This role offers a clear career pathway to Senior Director level, which can lead to exceptionally strong earning potential. A starting salary of up to circa £110,000 basic is on offer, along with exceptional overall earning potential and benefits.

You will also receive full back-office and paraplanning support 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 conversation.