Chartered Financial Planner

JR United Kingdom; York; On-site; GBP 85,000 - 130,000; Full time

Job summary

A leading integrated Wealth Manager in the UK is actively seeking an experienced financial planner for their London team. This role offers a clear career pathway to Senior Director, featuring a competitive salary of up to £110,000 and excellent benefits. Successful candidates will excel in business development and networking, supported by comprehensive back-office assistance.

Benefits

Full back-office support

Exceptional benefits

Qualifications

• Level 6 qualified Advisors required.
• Experience in financial planning preferable.
• Strong relationship-building skills.

Responsibilities

• Focus on new business development and networking.
• Cultivate professional connections.
• Ensure clients receive top-notch services.

Skills

Networking

New 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, ensuring clients receive the best professional services and support.

This role offers a clear career pathway to Senior Director level, which provides exceptionally strong earning potential. A starting salary of up to circa £110,000 basic is offered, along with exceptional 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.