Chartered Financial Planner

JR United Kingdom; Stockport; On-site; GBP 110,000 - 127,000; Full time

Job summary

A leading integrated Wealth Manager in the UK is seeking an experienced financial planner to focus on new business development and develop long-term client relationships. This role offers a competitive salary of up to £110,000, along with exceptional benefits and a pathway to senior management.

Benefits

Full back-office support

Paraplanning support

Career progression opportunities

Competitive bonus structure

Excellent overall benefits

Qualifications

• Level 6 qualified Advisor.
• Experience in financial planning industry.
• Strong networking abilities to develop client relationships.

Responsibilities

• Primary role in new business development.
• Cultivating professional connections for client trust.
• Providing exceptional services and support.

Skills

Networking

Business Development

Client Relationship Management

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 position offers a clear career pathway to Senior Director level, which provides exceptionally strong earning potential. A starting salary of up to circa £110,000 basic is offered, along 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.