Chartered Financial Planner

JR United Kingdom; Milton Keynes; Hybrid; GBP 110,000 - 130,000; Full time

Job summary

A leading integrated Wealth Management organisation seeks a Chartered Financial Planner in Milton Keynes. The role offers a competitive salary up to £110,000 plus bonus, clear career progression to Senior Director level, and full back-office support. Candidates must be Level 6 qualified with strong business development and networking skills.

Benefits

Exceptional overall earning potential

Excellent benefits

Qualifications

• Qualified Advisor, Level 6 qualifications required.
• Experience in financial planning and business development necessary.
• Strong networking skills to build client relationships.

Responsibilities

• Develop new business and cultivate professional connections.
• Network internally and externally to build trusting client relationships.
• Receive full back-office support to focus on planning.

Skills

Business Development

Networking

Education

Level 6 Qualification

Job description

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Chartered Financial Planner, Milton Keynes

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Client:

IDEX Consulting Ltd

Location:

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

06.06.2025

Expiry Date:

21.07.2025

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Job Description:

Chartered Financial Planner

Location: London - hybrid

Salary: up to circa £110,000 plus bonus, with excellent benefits

An leading integrated Wealth Management organisation is looking to add an experienced financial planner to their team in London.

They seek Level 6 qualified Advisors. The role involves new business development and cultivating professional connections. Networking (both internally and externally) is essential to build long-term, trusting relationships, ensuring clients receive the best professional services and support.

This position offers a clear career pathway to Senior Director level, with significant earning potential. The starting salary is up to circa £110,000 basic, with exceptional overall earning potential and benefits.

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

If you wish to work for one of the top financial planning practices in the UK and advance your career, please apply or contact us for a confidential conversation.