Chartered Financial Planner

JR United Kingdom; Cardiff; On-site; GBP 80,000 - 130,000; Full time

Job summary

A prominent Wealth Management organisation seeks an experienced financial planner in London. With a strong focus on business development and client relationships, this position offers a lucrative salary package of up to £110,000 and a clear career pathway to Senior Director level, along with comprehensive benefits and support.

Benefits

Comprehensive benefits

Back-office and paraplanning support

Qualifications

• Requires Level 6 qualification in financial advising.
• Experience in business development and client relationships essential.

Responsibilities

• Focus on new business development and building client relationships.
• Embrace networking to cultivate long-term trusting relationships.

Skills

Networking

Business Development

Education

Level 6 Qualified Advisor

Job description

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

About the Role

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.

Career Progression & Benefits

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 additional earning potential and comprehensive benefits.

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

Next Steps

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