Chartered Financial Planner

JR United Kingdom; Wakefield; On-site; GBP 90,000 - 110,000; Full time

Job summary

A leading integrated Wealth Management organization is recruiting an experienced financial planner in London. This role focuses on new business development and nurturing client relations, offering a pathway to Senior Director. With a competitive salary up to £110,000 plus bonus and excellent benefits, this is a prime opportunity for those seeking advancement in a top financial planning practice.

Benefits

Full back-office support

Excellent benefits

Career pathway to Senior Director

Qualifications

• Experienced financial planner with Level 6 qualification.
• Strong networking skills required.
• Proven ability in cultivating professional connections.

Responsibilities

• Develop new business opportunities.
• Foster long-term relationships with clients.
• Provide exceptional financial planning services.

Skills

Business Development

Networking

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 Management 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. 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 wish to work for one of the top financial planning practices in the UK and take the next step in your career, please apply or contact me for a confidential conversation.