Chartered Financial Planner

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

Job summary

Une entreprise de gestion de patrimoine intégrée de premier plan recherche un Chartered Financial Planner pour rejoindre leur équipe à Southampton. Ce rôle offre un salaire allant jusqu'à 110,000 £ et un cheminement de carrière clair vers des postes de direction supérieure. Le candidat idéal sera un conseiller qualifié de niveau 6, capable de développer des affaires et de créer des relations professionnelles durables.

Benefits

Support complet de back-office

Opportunités de bonus et avantages

Qualifications

• Conseiller financier qualifié niveau 6.
• Capacité à développer de nouvelles affaires.
• Expérience de création de relations de confiance avec les clients.

Responsibilities

• Développer de nouvelles affaires et cultiver des connexions professionnelles.
• Construire des relations de confiance à long terme avec les clients.
• Recevoir un support complet de back-office pour se concentrer sur ses forces.

Skills

Développement commercial

Réseautage

Relations professionnelles

Education

Qualifications de niveau 6

Job description

Social network you want to login/join with:

Chartered Financial Planner, Southampton

Client:

IDEX Consulting Ltd

Location:

Southampton, 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

Location: Southampton - hybrid

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 Southampton.

They are seeking Level 6 qualified Advisors. The role involves new business development and cultivating professional connections. Networking both internally and externally is essential to build long-term, trusting relationships, ensuring clients receive the best 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 circa £110,000, with additional earning and benefits opportunities.

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

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