Chartered Financial Planner

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

Job summary

A leading integrated Wealth Manager in the UK seeks an experienced financial planner to join their London team. This role focuses on business development and relationship cultivation, promising a clear career pathway to Senior Director level and high earning potential with a supportive back office structure.

Benefits

Excellent benefits package

Full back office support

Exceptional earning potential

Qualifications

• Experience in financial planning with a focus on new business development.
• Embrace networking to build long-term relationships.
• Strong understanding of wealth management services.

Responsibilities

• Develop new business opportunities within the financial planning sector.
• Cultivate professional connections to enhance client services.
• Provide support for clients via back office and paraplanning resources.

Skills

Networking

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 are looking to add an experienced financial planner to their team in London

They are looking Level 6 qualified Advisors and this role really encompasses new business development and cultivating professional connections. You must embrace networking (both internally and externally) to foster long term, trusting relationships to ultimately allow your client to receive the best professional services and support possible.

This role has a clear career pathway to Senior Director level which in turn will lead to exceptionally strong earning potential. A starting salary of up to circa £110,000 basic is on offer for this particular position with exceptional overall earning potential and comp benefits

You will also enjoy full back office and paraplanning support so you can focus on the things you do best.

If you want to work for one of the top financial planning practices in the UK and begin the next stage of your career then please apply or contact me for a confidential conversation.