Chartered Financial Planner — Flexible Wealth Strategy

Blakemore Recruitment; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial advisory firm is seeking a Chartered Financial Planner in Putney, London. In this role, you will provide comprehensive financial advice and planning services, establish strong client relationships, and develop tailored financial strategies. The ideal candidate will have at least 3 years of experience in financial planning and hold Chartered status. Benefits include a competitive salary with bonuses, generous holidays, and ongoing professional development. Join a dynamic and supportive team environment.

Benefits

Competitive salary with performance-based bonuses

Generous holiday entitlement

Pension scheme and healthcare benefits

Ongoing professional development support

Flexible working options

Supportive team environment

Qualifications

• Minimum of 3 years of experience in financial planning or advisory roles.
• Proven track record of developing and managing client relationships.
• Strong knowledge of investment products, tax planning, pensions, and financial regulations.
• Experience working in a regulated environment is essential.

Responsibilities

• Establish and maintain strong, long-term relationships with clients.
• Develop comprehensive financial plans covering investment management and retirement planning.
• Provide expert advice on investment opportunities.
• Stay updated on market trends and regulatory changes.
• Ensure compliance with regulatory standards.
• Prepare regular financial reports and conduct reviews.
• Identify opportunities for new business through referrals.

Skills

Excellent communication and interpersonal skills

Ability to explain complex financial concepts

Strong analytical and problem-solving skills

Proficient in financial planning software and Microsoft Office Suite

Ability to work independently and as part of a team

Education

Chartered Financial Planner status

Ongoing commitment to continuous professional development (CPD)

Tools

Financial planning software

Microsoft Office Suite

Job description

A financial advisory firm is seeking a Chartered Financial Planner in Putney, London. In this role, you will provide comprehensive financial advice and planning services, establish strong client relationships, and develop tailored financial strategies. The ideal candidate will have at least 3 years of experience in financial planning and hold Chartered status. Benefits include a competitive salary with bonuses, generous holidays, and ongoing professional development. Join a dynamic and supportive team environment.