Chartered Financial Planner β€” Lead Client Growth

Chartered Financial Planner β€” Lead Client Growth

Full-Time 63000 - 77000 Β£ / year (est.) No working from home possible
Financial Divisions

At a Glance

  • Tasks: Manage a portfolio of high-quality private clients and deliver holistic financial planning advice.
  • Company: Join a leading financial division in London with a collaborative team culture.
  • Benefits: Enjoy a competitive salary, supportive environment, and clear leadership pathways.
  • Other info: Opportunities to develop new business through referrals and professional networks.
  • Why this job: Grow your career while making a real impact on clients' financial futures.
  • Qualifications: Must be a Level 6 Chartered Financial Planner with experience in client management.

The predicted salary is between 63000 - 77000 Β£ per year.

Financial Divisions in London is seeking an experienced Chartered Financial Planner (Level 6) to join their office and manage a portfolio of high-quality private clients. You will inherit relationships and work with a collaborative team delivering holistic financial planning advice.

This role offers a clear pathway into leadership, a supportive advisory environment, and opportunities to develop new business through referrals and professional networks, alongside a competitive salary and benefits.

Chartered Financial Planner β€” Lead Client Growth employer: Financial Divisions

Join a dynamic team as a Paraplanner, where you will benefit from a clear pathway to becoming a Financial Adviser, with competitive salaries and comprehensive training. Our supportive work culture fosters professional growth and collaboration, ensuring that you are well-equipped to excel in your career while enjoying a rewarding work-life balance.

Financial Divisions

Contact Details:

Financial Divisions Recruitment Team

We think you need these skills to ace Chartered Financial Planner β€” Lead Client Growth

Chartered Financial Planning
Portfolio Management
Holistic Financial Planning
Client Relationship Management
Business Development
Networking Skills
Advisory Skills