Chartered Financial Planner

JR United Kingdom; Stoke-on-Trent; Hybrid; GBP 110,000; Full time

Job summary

A leading Wealth Management organization is seeking a Chartered Financial Planner to join their hybrid London team. The role emphasizes new business development and building client relationships, offering a clear pathway to Senior Director level. With up to £110,000 salary potential and extensive resources to support planners, this position represents a significant career opportunity.

Qualifications

• Experience as a Level 6 qualified financial advisor.
• Proven track record in business development.
• Strong ability to cultivate relationships.

Responsibilities

• Focus on new business development and client relations.
• Build long-term relationships and provide professional services.
• Received full back-office support for core activities.

Skills

Networking

Client Relationship Management

Business Development

Education

Level 6 qualified Advisors

Job description

Social network you want to login/join with:

Chartered Financial Planner, Stoke-on-Trent

Client:

IDEX Consulting Ltd

Location:

Stoke-on-Trent, 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: London - hybrid

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

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

The role requires Level 6 qualified Advisors and focuses on 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 basic, with additional earning and benefits potential.

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 advance your career, please apply or contact me for a confidential discussion.