Chartered Financial Planner

JR United Kingdom; Shrewsbury; On-site; GBP 110,000; Full time

Job summary

A prominent Wealth Manager in London seeks an experienced financial planner to enhance their team. The role focuses on business development and networking to provide exceptional client services. With strong support and a clear path to Senior Director, it offers competitive salaries and benefits.

Benefits

Excellent benefits

Full back-office and paraplanning support

Qualifications

• Must be a Level 6 qualified Advisor.
• Experience in new business development.
• Strong focus on building professional relationships.

Responsibilities

• Primarily involves new business development.
• Embrace networking with internal and external stakeholders.
• Foster long-term, trusting relationships with clients.

Skills

Networking

Business Development

Education

Level 6 qualification

Job description

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

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

They are seeking Level 6 qualified Advisors. This role primarily involves new business development and cultivating professional connections. You must embrace networking (both internally and externally) to foster long-term, trusting relationships, ensuring clients receive the best professional services and support.

This role offers a clear career pathway to Senior Director level, which can lead to exceptionally strong earning potential. The starting salary is up to circa £110,000 basic, with excellent overall earning potential and benefits.

You will 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 progress your career, please apply or contact me for a confidential conversation.