Chartered Financial Planner

ZipRecruiter; London; Hybrid; GBP 100,000 - 120,000; Full time

Job summary

Join a leading wealth management firm as a Chartered Financial Planner and empower clients to achieve their financial goals. This exciting role involves providing holistic financial planning advice, building long-term client relationships, and developing strategic financial plans. With a strong commitment to excellence and a client-centric approach, this well-established firm offers a competitive salary, performance-based bonuses, and flexible working arrangements. If you're passionate about financial planning and want to make a difference in clients' lives, this opportunity is perfect for you.

Benefits

Performance-based bonus structure

Full administrative support

CPD support and ongoing professional development

Flexible working arrangements

Qualifications

• Minimum of 5 years' experience in financial planning or wealth management.
• Proven track record in providing first-class advice and developing strong client relationships.

Responsibilities

• Provide holistic financial planning advice to high-net-worth clients.
• Build and maintain long-term client relationships based on trust.
• Conduct regular reviews to ensure plans remain aligned with clients' needs.

Skills

Financial Planning

Client Relationship Management

Regulatory Compliance

Communication Skills

Interpersonal Skills

Education

Chartered Financial Planner status (CII or equivalent)

Job description

Job Description

Job Title: Chartered Financial PlannerLocation: London (Hybrid)Salary: £100,000 - £120,000 + Bonus + BenefitsJob Type: Full-Time, Permanent

Join a Leading Wealth Management Firm - Empower Clients to Achieve Their Financial Goals

We are seeking an experienced and motivated Chartered Financial Planner to join our dynamic team. This is a fantastic opportunity to work with a well-established firm known for its client-centric approach and commitment to excellence in financial planning.

Key Responsibilities:

• Provide holistic financial planning advice to high-net-worth and mass affluent clients.

• Build and maintain long-term client relationships based on trust and tailored solutions.

• Develop and implement strategic financial plans covering pensions, investments, tax, and estate planning.

• Conduct regular reviews to ensure plans remain aligned with clients' changing circumstances.

• Maintain up-to-date knowledge of financial regulations, products, and market trends.

• Work closely with paraplanners and administrators to deliver an exceptional client experience.

Requirements:

• Chartered Financial Planner status (CII or equivalent) - essential.

• Minimum of 5 years' experience in financial planning or wealth management.

• Proven track record in providing first-class advice and developing strong client relationships.

• Strong ethical standards and full compliance with FCA regulations.

• Excellent communication, presentation, and interpersonal skills.

• Ability to work independently as well as collaboratively within a team.

What We Offer:

• A competitive salary and performance-based bonus structure.

• A well-respected brand with a strong client base and high-quality leads.

• Full administrative and paraplanning support.

• CPD support and ongoing professional development.

• Flexible/hybrid working arrangements.