img
Permanent

Chartered Financial Planner

London
money-bag 80000.00-80000.00 Annual
3161809136
Posted 6 days ago

Chartered Financial Planner - London £80,000 - £95,000 Basic + Bonus + Full Benefits Minimum 5 Years'' Experience Required We''re currently working with a well-established and highly respected wealth management firm in London that is looking to appoint a Chartered Financial Planner to join its growing advisory team. This is a standout opportunity for an experienced adviser who wants to focus on delivering high-quality, holistic advice - with the added benefit of inheriting a substantial, recurring-income client bank from day one. The Opportunity The successful candidate will: Take over an established portfolio of loyal, ongoing clients Deliver holistic financial planning advice across pensions, investments, protection, tax and retirement planning Conduct annual and ongoing reviews Identify planning opportunities to improve client outcomes Work closely with an in-house paraplanning and administration team Operate within a strong compliance and governance framework This role is ideal for someone who enjoys relationship management and advice delivery, rather than heavy business development. About You Chartered Financial Planner (CII) status Minimum 5 years'' experience in a client-facing advisory role Strong technical knowledge across pensions, investments and retirement planning Experience managing an existing client bank Professional, consultative and client-centric approach What''s on Offer Inherited, well-maintained client portfolio Competitive basic salary (£80k-£95k ..... full job details .....

Other jobs of interest...

Pavilion Recruitment Solutions
MaidstoneToday
money-bag80000.00-80000.00 Annual
Cranleigh Personnel
LondonToday
money-bag33000.00-33000.00 Annual
Ortus PSR
SevenoaksToday
money-bag85000.00-85000.00 Annual
IDEX Consulting Ltd
KentToday
money-bag250000.00-250000.00 Annual
Financial Divisions
City Of WestminsterToday
money-bag10000-500000 Annual
Financial Divisions (City) LLP
City5 days ago
money-bag75000.00-75000.00 Annual
Reed
London6 days ago
money-bag45000.00-45000.00 Annual
Financial Divisions
Maidstone6 days ago
money-bag10000-500000 Annual
Financial Divisions (City) LLP
Central London3 weeks ago
money-bag£75,000

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!