Chartered Financial Planner

JR United Kingdom; Peterborough; Hybrid; GBP 93,000 - 110,000; Full time

Job summary

A leading integrated Wealth Manager is seeking a Chartered Financial Planner. The role involves developing new business, fostering client relationships, and providing expert financial services. A clear career pathway to Senior Director level exists with excellent earning potential supported by a strong back-office team.

Benefits

Full back-office and paraplanning support

Clear career pathway to Senior Director level

Qualifications

• Qualified to Level 6 in financial advice.
• Experience in financial planning and advising.
• Proven ability to build long-term client relationships.

Responsibilities

• Add experienced financial planning expertise to the team.
• Develop new business and cultivate professional connections.
• Build long-term, trusting relationships with clients.
• Provide professional financial services and support.

Skills

Financial Planning

Client Relationship Management

Business Development

Education

Level 6 Qualified Advisor

Job description

Job Title:

Chartered Financial Planner

Location:

London - hybrid

Salary:

Up to circa £110,000 plus bonus, excellent benefits

Organization:

Leading integrated Wealth Manager

Responsibilities:

• Add experienced financial planning expertise to the team
• Develop new business and cultivate professional connections
• Build long-term, trusting relationships with clients
• Provide professional financial services and support

Qualifications:

Level 6 qualified Advisors

Additional Information:

• Clear career pathway to Senior Director level with strong earning potential
• Full back-office and paraplanning support provided

Application Details:

If interested in working for one of the top financial planning practices in the UK, please apply or contact for a confidential conversation.