Chartered Financial Planner

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

Job summary

A leading integrated Wealth Manager is seeking an experienced financial planner to join their London team. This role focuses on new business development and networking, offering career progression to Senior Director level with significant earning potential. Full support is provided to let you concentrate on your strengths.

Benefits

Full back-office support

Paraplanning support

Career progression opportunities

Exceptional overall earning potential

Qualifications

• Level 6 qualified Advisors required.
• Experience in financial planning and client relationship management.
• Strong networking abilities needed.

Responsibilities

• New business development and cultivating professional connections.
• Fostering long-term relationships with clients.
• Providing professional services and support.

Skills

Networking

Client Relationship Management

Business Development

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, ensuring clients receive the best professional services and support.

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