Chartered Financial Planner – Hybrid, London

Marsh Agency; Greater London; Hybrid; GBP 65,000 - 95,000; Full time

Benefits offered by this job

Hybrid work

Professional development

Job summary

Mercer Private Wealth in London is seeking a Financial Planner (ideally Chartered) to take over an established client base and pursue new business opportunities. You will work with a designated support team to produce advice reports to business and regulatory standards and implement client solutions.

The role emphasizes high standards of client care, compliance with FCA principles, and ongoing professional development, including SPS, with a hybrid working arrangement and a focus on delivering

Qualifications

• Attained and current Statement of Professional Standing (SPS) from CII.
• A proven level of relevant industry experience.
• Excellent interpersonal and communication skills.
• Comprehensive industry and technical knowledge.
• Able to work in a structured, efficient manner with support staff.

Responsibilities

• Produce advice reports to business and regulatory standards and implement solutions for clients.
• Work to agreed budgets and practices to grow the business via new opportunities.
• Adhere to FCA principles and the firm’s compliance plan while delivering high client care.
• Demonstrate commitment to Treating Customers Fairly and delivering good outcomes.
• Maintain competence with ongoing training and SPS, in collaboration with your Supervisor.
• Deliver ongoing services to existing fee-paying clients on a timely basis.

Skills

Statement of Professional Standing (S…

Chartered Status with CII

Pension Transfer Specialist

Intelliflo

Tools

Intelliflo

Job description

Mercer Private Wealth in London is seeking a Financial Planner (ideally Chartered) to take over an established client base and pursue new business opportunities. You will work with a designated support team to produce advice reports to business and regulatory standards and implement client solutions.

The role emphasizes high standards of client care, compliance with FCA principles, and ongoing professional development, including SPS, with a hybrid working arrangement and a focus on delivering