Chartered Financial Planner - Private Wealth (Hybrid)

Mercer; Greater London; On-site; GBP 55,000 - 90,000; Full time

Benefits offered by this job

Professional development opportunities

Hybrid work environment

Inclusive culture

Job summary

Mercer Private Wealth in London is seeking a Financial Planner to take over an established client base and pursue new business opportunities.

You will work with a dedicated support team to prepare compliant advice reports, deliver high‑quality client care, and grow the practice while meeting FCA standards.

This role offers professional development, a collaborative culture and the chance to contribute to a growing private wealth team.

Qualifications

• SPS from CII is current and valid.
• Good level of industry experience in wealth advisory.
• Excellent interpersonal and communication skills.
• Comprehensive industry and technical knowledge.

Responsibilities

• Produce advice reports to business and regulatory standards.
• Implement solutions agreed with clients.
• Generate new business to support growth.
• Maintain high standards of client care and regulatory compliance.
• Adhere to FCA Principles and firm performance standards.
• Ensure timely services for existing clients paying regular fees.

Skills

SPS (CII)

Industry experience

Interpersonal skills

Technical knowledge

Structured work style

Education

Chartered Status with CII

Pension Transfer Specialist

Tools

Intelliflo

Job description

Mercer Private Wealth in London is seeking a Financial Planner to take over an established client base and pursue new business opportunities.

You will work with a dedicated support team to prepare compliant advice reports, deliver high‑quality client care, and grow the practice while meeting FCA standards.

This role offers professional development, a collaborative culture and the chance to contribute to a growing private wealth team.