Chartered Financial Planner

JR United Kingdom; Telford; On-site; GBP 90,000 - 130,000; Full time

Job summary

A leading integrated Wealth Manager in the UK is seeking an experienced Level 6 qualified financial planner. This position involves business development and client relationship management, with a clear pathway to a Senior Director role. The starting salary is up to £110,000, with excellent earning potential and support.

Benefits

Excellent benefits

Full back-office and paraplanning support

Career progression opportunities

Qualifications

• Proven experience in financial planning and advice.
• Strong business development skills necessary.
• Ability to build and maintain client relationships.

Responsibilities

• Primary focus on new business development.
• Cultivating professional connections and fostering client relationships.
• Providing exceptional client services and support.

Skills

Networking

Relationship Management

Business Development

Education

Level 6 Qualified Advisor

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 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 conversation.