Chartered Financial Planner

JR United Kingdom; Newcastle upon Tyne; Hybrid; GBP 80,000 - 110,000; Full time

Job summary

A leading integrated Wealth Management organisation is seeking a Chartered Financial Planner in Newcastle-upon-Tyne. This role emphasizes new business development and long-term client relationships, offering a pathway to Senior Director positions with a competitive salary of up to £110,000 plus bonuses.

Benefits

Full back-office and paraplanning support

Exceptional benefits

Clear career pathway to Senior Director

Qualifications

• Must be a Level 6 qualified Advisor.
• Experience in financial planning and client management is crucial.
• Strong networking abilities required to cultivate professional relationships.

Responsibilities

• Develop new business opportunities and cultivate client relationships.
• Provide top professional services and support to clients.
• Work within a hybrid model offering flexibility.

Skills

Business Development

Client Relationship Management

Networking

Education

Level 6 Qualified Advisor

Job description

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Chartered Financial Planner, Newcastle-upon-Tyne, Tyne and Wear

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Client:

IDEX Consulting Ltd

Location:

Newcastle-upon-Tyne, Tyne and Wear, United Kingdom

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

A 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. Embracing networking (internally and externally) is essential to build long-term, trusting relationships, ensuring clients receive top professional services and support.

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

Full back-office and paraplanning support are provided, allowing you to focus on your core strengths.

If you're interested in working for one of the top financial planning practices in the UK and advancing your career, please apply or contact me for a confidential discussion.