Chartered Financial Planner

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

Job summary

A leading integrated Wealth Manager in the UK is seeking an experienced financial planner to join their London team. The role focuses on new business development and relationship building, with a clear trajectory to Senior Director level and significant earning potential. Candidates should be Level 6 qualified, ready to embrace networking, and strive for exceptional client service.

Qualifications

• Proven experience as a financial planner.
• Ability to develop and maintain client relationships.

Responsibilities

• Responsible for new business development.
• Cultivate professional connections to provide client services.
• Receive full back-office and paraplanning support.

Skills

Networking

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, enabling your clients to receive the best professional services and support.

This role offers a clear career pathway to Senior Director level, which leads to 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 wish to work for one of the top financial planning practices in the UK and take the next step in your career, please apply or contact me for a confidential discussion.