Chartered Financial Planner

TN United Kingdom; London; Remote; GBP 70,000 - 90,000; Full time

Job summary

A leading Chartered Financial Planning organization is seeking an experienced Consultant to manage relationships with high net worth clients. This home-based role offers independence and a steady stream of clients, alongside a generous salary and bonus structure.

Benefits

Generous salary

Excellent benefits

Bonus structure based on success

Qualifications

• Proven track record of advising high-level clients on a fee basis.

Responsibilities

• Manage existing client relationships on an ongoing basis.
• Deliver top-quality advice to high net worth clients.

Skills

Client Relationship Management

Financial Advisory

Education

Chartered Status

Job description

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Job Opportunity: Chartered Financial Planning Consultant

We are recruiting for a highly regarded Chartered Financial Planning organisation seeking an experienced Consultant to join their team. The firm specializes in advising High Net Worth (HNW) clients, with each client typically investing around £900,000.

The role involves managing existing client relationships on an ongoing basis. It is a home-based position, with clients located throughout the South East and London.

Applicants must currently hold Chartered status and have a proven track record of providing advice to high-level clients on a fee basis.

This position is ideal for someone seeking independence, a steady stream of clients, and the opportunity to manage long-term relationships while delivering top-quality advice.

The role offers a generous salary, excellent benefits, and a bonus structure based on your success.