Chartered Financial Planner

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

Job summary

A leading integrated Wealth Manager organization in London is seeking an experienced financial planner. With a focus on new business development, this role offers a lucrative career pathway to senior positions and excellent earning potential. You will receive comprehensive back-office support, enabling you to maximize your strengths.

Benefits

Full back-office and paraplanning support

Excellent benefits package

Qualifications

• Level 6 qualified Advisors are required.
• Experience in financial planning is essential.
• Strong networking skills and ability to build relationships are crucial.

Responsibilities

• Develop new business and cultivate professional connections.
• Embrace networking to foster long-term relationships.
• Provide clients with exceptional services and support.

Skills

Networking

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 organization 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 position 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 outstanding overall earning potential and benefits.

You will 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.