Chartered Financial Planner: Client-Led Wealth Management

Blakemore Recruitment; Esher; On-site; GBP 50,000 - 65,000; Full time

Job summary

A reputable financial planning firm in Esher is seeking a Chartered Financial Planner to service existing clients. This office-based position focuses on delivering high-quality financial planning and wealth management services without sales pressure. The ideal candidate will possess excellent technical skills, experience in providing financial advice, and hold a current Statement of Professional Standing (SPS). This role is perfect for a dedicated team player committed to helping clients achieve their financial goals.

Qualifications

• Demonstrated experience in providing financial advice and ongoing services.
• Holding an active Statement of Professional Standing (SPS).
• Ability to maintain up-to-date knowledge of FCA regulations.

Responsibilities

• Provide ongoing service reviews according to company standards.
• Undertake product and market research as required.
• Draft and manage investment portfolios according to client objectives.

Skills

Excellent technical skills

Quick thinking

Team worker

Good time management

Client-centric approach

Education

Chartered Financial Planner qualification

Tools

Microsoft Word

Microsoft Excel

Job description

A reputable financial planning firm in Esher is seeking a Chartered Financial Planner to service existing clients. This office-based position focuses on delivering high-quality financial planning and wealth management services without sales pressure. The ideal candidate will possess excellent technical skills, experience in providing financial advice, and hold a current Statement of Professional Standing (SPS). This role is perfect for a dedicated team player committed to helping clients achieve their financial goals.