Hybrid Chartered Financial Planner – London Wealth

Marsh; Greater London; Hybrid; GBP 45,000 - 70,000; Full time

Benefits offered by this job

Hybrid work model

Career development

Job summary

Marsh in London seeks a Financial Planner to take over an established client base and develop new business opportunities. The role requires compliance with regulatory standards and a commitment to high-quality client service within a hybrid work setup.

The candidate should hold SPS from the CII, ideally Chartered status, and bring robust industry knowledge with excellent communication and interpersonal skills. This is a pivotal client-facing advisory position within Marsh Private Wealth.

Qualifications

• Attained and current SPS from CII.
• A good level of relevant industry experience.
• Excellent interpersonal and communication skills.
• Comprehensive industry and technical knowledge.
• Able to work in a structured, efficient manner, using support staff where necessary.

Responsibilities

• Produce advice reports to business and regulatory standards.
• Implement solutions agreed with clients.
• Work to budgets and practices to generate growth via new business.
• Maintain high client care standards per FCA principles.
• Address training needs to maintain competence and SPS status.
• Deliver ongoing services to clients with designated levels of service.

Skills

Interpersonal skills

Communication skills

Industry knowledge

Structured, efficient work

Team collaboration

Education

Statement of Professional Standing from CII

Chartered Status with CII

Tools

Intelliflo

Job description

Marsh in London seeks a Financial Planner to take over an established client base and develop new business opportunities. The role requires compliance with regulatory standards and a commitment to high-quality client service within a hybrid work setup.

The candidate should hold SPS from the CII, ideally Chartered status, and bring robust industry knowledge with excellent communication and interpersonal skills. This is a pivotal client-facing advisory position within Marsh Private Wealth.