Chartered Financial Planner

JR United Kingdom; Woking; On-site; GBP 110,000 - 135,000; Full time

Job summary

A leading integrated Wealth Manager organization is looking for an experienced financial planner to develop new business and nurture client relationships in London. This role offers up to £110,000 in salary, excellent benefits, and a clear pathway to a Senior Director position, reflecting strong earning potential.

Benefits

Full back-office support

Paraplanning support

Qualifications

• Experience in financial planning and business development.
• Ability to cultivate long-term professional relationships.
• Proven track record in client support.

Responsibilities

• Develop new business and maintain professional connections.
• Embrace networking to build trust with clients.
• Provide clients with professional services and support.

Skills

Networking

Relationship Building

Client Support

Business Development

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, ultimately providing clients with the best professional services and support.

This position 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 wish 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.