Chartered Financial Planner

Blakemore Recruitment; City Of London; Presencial; GBP 80 000 - 95 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Full paraplanning & admin support

Office-based role

Resumo da oferta

Blakemore Recruitment in London is assisting a well-established wealth management firm to appoint a Chartered Financial Planner. The role inherits a loyal client bank and offers a competitive salary (£80k-£95k) plus bonus and full benefits; office-based with strong paraplanning support.

You will deliver holistic financial planning across pensions, investments and retirement; conduct annual reviews; manage client relationships; operate within a governance framework and benefit from a clear

Qualificações

• Minimum 5 years of experience in a client-facing advisory role.
• Chartered Financial Planner status (CII) required.
• Strong technical knowledge across pensions, investments and retirement planning.
• Experience managing an existing client bank.

Responsabilidades

• Take over an established portfolio of loyal, ongoing clients.
• Deliver holistic financial planning advice across pensions, investments, protection, tax and retirement planning.
• Conduct annual and ongoing reviews.
• Identify planning opportunities to improve client outcomes.
• Work closely with an in-house paraplanning and administration team.
• Operate within a strong compliance and governance framework.

Conhecimentos

Client relations

Holistic planning

Pensions & investments

Retirement planning

Formação académica

Chartered Financial Planner (CII) status

Descrição da oferta de emprego

Chartered Financial Planner - London

£80,000 - £95,000 Basic + Bonus + Full Benefits

Minimum 5 Years' Experience Required

We're currently working with a well-established and highly respected wealth management firm in London that is looking to appoint a Chartered Financial Planner to join its growing advisory team.

This is a standout opportunity for an experienced adviser who wants to focus on delivering high-quality, holistic advice - with the added benefit of inheriting a substantial, recurring-income client bank from day one.

The Opportunity

The successful candidate will:

• Take over an established portfolio of loyal, ongoing clients
• Deliver holistic financial planning advice across pensions, investments, protection, tax and retirement planning
• Conduct annual and ongoing reviews
• Identify planning opportunities to improve client outcomes
• Work closely with an in-house paraplanning and administration team
• Operate within a strong compliance and governance framework

This role is ideal for someone who enjoys relationship management and advice delivery, rather than heavy business development.

About You

• Chartered Financial Planner (CII) status
• Minimum 5 years' experience in a client-facing advisory role
• Strong technical knowledge across pensions, investments and retirement planning
• Experience managing an existing client bank
• Professional, consultative and client-centric approach

What's on Offer

• Inherited, well-maintained client portfolio
• Competitive basic salary (£80k-£95k depending on experience)
• Performance-related bonus
• Office based
• Full paraplanning & admin support
• Clear progression pathway within a growing firm