Chartered Financial Planner

JR United Kingdom; Sheffield; Hybrid; GBP 90,000 - 110,000; Full time

Job summary

A leading Wealth Management organization in London seeks a Chartered Financial Planner. The role focuses on new business development, client relationship nurturing, and offers a pathway to a Senior Director position. Full back-office support is provided to enhance client service and business growth.

Qualifications

• Must be Level 6 qualified as a Chartered Financial Planner.
• Experience in developing business and client relationships is essential.

Responsibilities

• Engage in new business development and build professional networks.
• Focus on establishing long-term client relationships for service delivery.

Skills

Business Development

Networking

Client Relationship Management

Education

Level 6 qualification

Job description

Job Title: Chartered Financial Planner

Location: London - hybrid

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

Company: IDEX Consulting Ltd

Job Category: Other

EU Work Permit Required: Yes

Job Views: 2

Posted: 06.06.2025

Expiry Date: 21.07.2025

Job Description:

We are seeking a Level 6 qualified Chartered Financial Planner to join a leading integrated Wealth Management organization in London. This role primarily involves new business development and cultivating professional connections through networking, both internally and externally, to build long-term, trusting relationships that enable clients to receive the best professional services and support.

This position offers a clear career pathway to Senior Director level, with significant earning potential. The successful candidate will receive full back-office and paraplanning support to focus on client relationships and business growth.

If you aspire to work with one of the top financial planning practices in the UK and are ready to advance your career, please apply or contact us for a confidential discussion.