Chartered Financial Planner

JR United Kingdom; Colchester; On-site; GBP 110,000 - 127,000; Full time

Job summary

A leading financial planning practice in the UK is seeking an experienced financial planner. The role focuses on new business development and requires Level 6 qualification. Exceptional earning potential is offered with the possibility of advancing to Senior Director level. Join a top-tier organization dedicated to client service and professional growth.

Benefits

Full back-office and paraplanning support

Clear career pathway to Senior Director

Excellent benefits

Qualifications

• Level 6 qualified Advisor.
• Experience in financial planning and business development.
• Strong networking abilities and relationship-building skills.

Responsibilities

• Involves new business development and cultivating professional connections.
• Focus on building long-term relationships with clients.
• Provide professional services and support to clients.

Skills

Networking

Business Development

Client Relationship Management

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 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, allowing you to focus on your core strengths.

If you wish 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.