Chartered Financial Planner

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

Job summary

A leading integrated Wealth Manager is seeking an experienced financial planner to join their London team. This role emphasizes new business development and relationship building, with a salary of up to £110,000 plus significant earning potential. Supported by a robust back-office, this position offers a clear pathway to Senior Director level, enhancing career growth in one of the UK's top financial planning practices.

Qualifications

• Level 6 qualified Advisors required.
• Strong business development skills essential.
• Ability to build trusting client relationships is key.

Responsibilities

• Drive new business development initiatives.
• Cultivate and maintain professional relationships with clients.
• Support clients through full back-office and paraplanning services.

Skills

Networking

Client Relationship Management

Business Development

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 can lead to exceptionally strong earning potential. A starting salary of up to circa £110,000 basic is offered, 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 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.