Financial Planner (Chartered / High Net Worth)

www.topfinancialjobs.co.uk - Jobboard; Kingston upon Thames; Hybrid; GBP 65,000 - 75,000; Full time

Job summary

Join a dynamic and expanding organisation as a Financial Planner, specialising in investment management and retirement planning. This role offers the opportunity to manage an impressive portfolio while collaborating with experienced managers. Ideal candidates will have a Level 6 qualification and a strong background in financial planning. With a competitive salary and hybrid working options, this position is perfect for those looking to make a significant impact in the financial sector. Embrace the chance to grow your career in a supportive environment focused on client success and professional development.

Benefits

Hybrid working

Discretionary Bonus

Pension

23 days holiday

Training

Qualifications

• Level 6 qualified Financial Planner recognised by the FCA.
• Proven track record in financial planning.

Responsibilities

• Provide financial advice across personal and corporate sectors.
• Build and maintain strong client relationships.

Skills

Financial Planning

Client Relationship Management

Negotiation Skills

Education

Level 6 Financial Planner Qualification

Job description

Financial Planner (Chartered / High Net Worth)

Location: Kingston Upon Thames, London

Description:

Financial Planner (Chartered / High Net Worth)

£65,000 - £75,000 + Hybrid working + Discretionary Bonus + Pension + 23 days holiday + Training

Location: Kingston upon Thames

Are you a Financial Planner seeking to join a stable, well-managed business with an established portfolio of over 100 clients? Are you interested in inheriting an £85 million portfolio?

Join an expanding organisation specialising in investment management, retirement planning, estate planning, tax mitigation, and lifelong cash flow management.

You will collaborate with managers to grow and develop your portfolio. This role is ideal for someone with a proven track record, capable of discussing, questioning, negotiating, and providing expert advice.

The Role:

• Provide financial advice across personal and corporate sectors
• Build and maintain strong client relationships
• Generate and manage business portfolios
• Develop relationships with HNW individuals

The Person:

• Level 6 qualified Financial Planner (Chartered), recognised by the FCA
• Prior experience in financial planning

If you're interested, please click 'Apply Now' to submit your CV.

Reference Number: BBBH

We are an equal opportunities employer and welcome applications from all suitable candidates. The advertised salary is a guideline; the actual remuneration will depend on your experience, qualifications, and skills.

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