Chartered Financial Planner/Head Of Financial Planning

TN United Kingdom; London; On-site; GBP 60,000 - 90,000; Full time

Job summary

A leading company in London is seeking an experienced Chartered Financial Planner to provide independent financial advice to UHNW clients. The role offers full admin support and opportunities to develop new revenue streams. Ideal candidates will have a wealth or private banking background, with a strong track record in fee-based advice.

Qualifications

• Experience in fee-based advice.
• Demonstrable track record in financial planning.

Responsibilities

• Provide independent holistic financial planning advice.
• Develop relationships with professional introducers to create new business opportunities.

Skills

Financial Planning

Relationship Building

Education

Chartered Financial Planner

Job description

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Client:

Blakemore Recruitment

Location:

London, United Kingdom

Job Category:

Finance

EU work permit required:

Yes

Job Reference:

ee59e6347ea1

Job Views:

3

Posted:

14.05.2025

Expiry Date:

28.06.2025

Job Description:

A specialist Wealth manager is currently seeking an experienced and entrepreneurial Chartered Financial Planner to join their team in London.

The role will be to provide independent holistic financial planning advice to a warm client bank of UHNW clients. You will be expected to develop relationships with associated professional introducers in order to develop new business opportunities as required.

The role would suit an individual from a Wealth or Private banking background as they will possess the UHNW client exposure.

You will have full admin support and be assisted and expected to develop new revenue streams as required, although there are existing relationships in place to hit the ground running.

Chartered status is a minimum requirement, along with a demonstrable track record in fee based advice. This is an excellent opportunity to join a forward thinking and expanding company where the rewards are excellent. A rare opportunity to secure a leads provided role with fantastic earning potential.