Chartered Financial Planner

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

Job summary

A leading UK wealth management company seeks an experienced financial planner to join their London team. The role focuses on cultivating client relationships and business development, offering a competitive salary of up to £110,000 with strong earning potential and a pathway to Senior Director level. Success in this role demands Level 6 qualifications and exceptional networking skills.

Qualifications

• Experience as a financial planner with Level 6 qualifications is essential.
• Proven capabilities in developing new business and managing client relationships.
• Strong networking skills to build professional connections.

Responsibilities

• Focus on new business development and establishing client relationships.
• Provide top-notch professional services and client support.
• Utilize back-office and paraplanning support effectively.

Skills

Business Development

Networking

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. The starting salary is up to circa £110,000 basic, with additional earning potential and benefits.

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

If you want 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.