At a Glance
- Tasks: Manage and grow a portfolio of affluent families, providing holistic wealth management.
- Company: Independent financial firm in London with a collaborative culture.
- Benefits: Competitive salary, supportive team, and minimal business development pressure.
- Other info: Enjoy a hybrid work model and a focus on professional growth.
- Why this job: Build long-term relationships while making a real impact on clients' financial futures.
- Qualifications: Chartered Financial Planner with experience in wealth management.
The predicted salary is between 51750 - 63250 £ per year.
Financial Divisions (City) LLP in London is seeking an experienced Chartered Financial Planner to join a fully independent firm.
You will inherit and manage an established portfolio of approximately 100 affluent families, delivering holistic wealth management and planning with minimal business development pressure.
The role focuses on long-term relationships, pensions, investments, IHT, estates, and protection, with a supportive paraplanning and administration team and a collaborative culture.
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Chartered Financial Planner for HNW/UHNW Clients | Hybrid London employer: Financial Divisions (City) LLP
Join a highly regarded wealth management firm in Bristol as a Team Manager, where you will not only lead a dedicated team but also engage directly with clients and Financial Planners. Enjoy a supportive and collaborative work culture that prioritises employee growth through ongoing training, full study support for professional qualifications, and excellent career progression opportunities. With a competitive salary, hybrid working options, and a comprehensive benefits package, this role offers a meaningful and rewarding career path in financial planning.
Contact Details:
Financial Divisions (City) LLP Recruitment Team
