Chartered Financial Planner/Head Of Financial Planning

Blakemore Recruitment; London; On-site; GBP 200,000 +; Full time

Job summary

A leading financial services firm in London is seeking an experienced Chartered Financial Planner to provide independent financial planning advice to UHNW clients. The role involves building relationships with professional introducers to generate new business. Candidates should have Chartered status and experience in fee-based advice. This position offers full administrative support and excellent earning potential through leads provided by the firm.

Qualifications

• Experience in Wealth or Private banking with UHNW clients.
• Proven track record in fee-based advice.
• Ability to develop relationships with professional introducers.

Responsibilities

• Provide independent financial planning advice to UHNW clients.
• Develop relationships to generate new business opportunities.
• Leverage existing relationships to create new revenue streams.

Skills

Holistic financial planning

Relationship building

Revenue generation

Client management

Education

Chartered status

Job description

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Client:

Blakemore Recruitment

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

ee59e6347ea1

Job Views:

18

Posted:

12.08.2025

Expiry Date:

26.09.2025

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Job Description:

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

The role involves providing independent, holistic financial planning advice to a warm client bank of UHNW clients. You will develop relationships with professional introducers to generate new business opportunities.

The ideal candidate will come from a Wealth or Private banking background with UHNW client exposure.

You will have full administrative support and will be expected to develop new revenue streams, leveraging existing relationships to start quickly.

Chartered status is required, along with a proven track record in fee-based advice. This is an excellent opportunity to join a forward-thinking, expanding company with attractive rewards. It offers a leads-provided role with excellent earning potential.