Chartered Financial Planner

JR United Kingdom; Hounslow; Hybrid; GBP 110,000 - 127,000; Full time

Job summary

A leading integrated Wealth Manager is seeking a Chartered Financial Planner in South West London. This role is ideal for Level 6 qualified Advisors focused on new business development and relationship-building. The position offers a career pathway to Senior Director level with a starting salary of up to £110,000 plus bonuses and exceptional benefits, along with full support for operational tasks.

Benefits

Full back-office and paraplanning support

Exceptional overall earning potential

Qualifications

• Level 6 qualified Advisors preferred.
• Proven experience in financial planning and client engagement.

Responsibilities

• Develop new business and cultivate professional connections.
• Ensure clients receive excellent professional services and support.
• Collaborate with internal teams for optimal client outcomes.

Skills

Networking

Business Development

Education

Level 6 Qualified Advisor

Job description

Social network you want to login/join with:

Chartered Financial Planner, South West London

Client:

IDEX Consulting Ltd

Location:

South West London, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

2

Posted:

06.06.2025

Expiry Date:

21.07.2025

Job Description:

Chartered Financial Planner

London - hybrid

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 emphasizes new business development and cultivating professional connections. Networking (both internally and externally) is essential 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 can lead to strong earning potential. The starting salary is up to approximately £110,000 basic, with exceptional overall earning potential and benefits.

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

If you aspire 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.