Chartered Financial Planner

JR United Kingdom; Preston; Hybrid; GBP 90,000 - 130,000; Full time

Job summary

A leading integrated Wealth Management organization seeks an experienced Chartered Financial Planner for their Preston team. This role offers a clear career progression to Senior Director level, with a starting salary up to £110,000. The ideal candidate will possess a Level 6 qualification, excel in networking and business development, and enjoy strong client relationship management.

Benefits

Excellent benefits

Qualifications

• Must possess Level 6 qualification.
• Strong networking and business development skills are essential.
• Ability to cultivate long-term client relationships.

Responsibilities

• Develop new business and cultivate professional connections.
• Network internally and externally to build client relationships.
• Provide high-quality professional services and support to clients.

Skills

Networking

Business Development

Client Relationship Management

Education

Level 6 qualification

Job description

Social network you want to login/join with:

Chartered Financial Planner, Preston, Lancashire

Client:

IDEX Consulting Ltd

Location:

Preston, Lancashire, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

2

Posted:

06.06.2025

Expiry Date:

21.07.2025

Job Description:

Chartered Financial Planner

London - hybrid

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

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

They are seeking Level 6 qualified Advisors. This role involves new business development and cultivating professional connections. Embracing networking (both internally and externally) to foster long-term, trusting relationships is essential to provide clients with the best professional services and support.

This role offers a clear career pathway to Senior Director level, with the potential for high earnings. The starting salary is up to circa £110,000 basic, with excellent overall earning potential and benefits.

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

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