Chartered Financial Planner - London
To £80,000 plus bonus and an exceptional benefits package
We are working with a well-established national wealth management business to recruit a Chartered Financial Planner into their London office.
Our client is a chartered firm with a national presence and an excellent reputation, forming part of a larger financial services group. They deliver holistic advice across retirement planning, investments, protection and tax planning to clients throughout the UK.
The opportunity
- This is an immediate vacancy created by the retirement of an existing Financial Planner. The successful candidate will take over an active, established client bank producing in excess of £300,000 in recurring revenue, with access to new business opportunities alongside it. The role is based from the London office with hybrid working available.
Key responsibilities
- Provide financial planning advice to individuals through comprehensive KYC and needs analysis, identifying solutions within the principles of best advice and suitability
- Manage the transition of the client bank from the retiring adviser, ensuring continuity of service and maintaining strong client relationships
- Work alongside the support team to produce advice reports to business and regulatory standards, and implement agreed solutions
- Manage workflow with the support teams so that administration meets the firm's record keeping and file quality requirements
- Deliver ongoing services to existing fee-paying clients to the agreed service level
- Deal with advice enquiries from within and outside the business, promote services to external introducers and work with colleagues across the wider group to identify new opportunities
- Maintain competence in line with the FCA's Statements of Principles and the firm's Training and Competence scheme
What you will need
- Chartered status with the CII, or working towards it
- A current Statement of Professional Standing from the CII
- A minimum of three years' relevant industry experience
- Comprehensive industry and technical knowledge
- Excellent interpersonal and communication skills
- The ability to work in a structured, efficient manner, making effective use of support staff
Package and benefits
- Base salary to £80,000
- Annual performance-related bonus
- Pension with employer contributions of up to 12%
- Life assurance at 6x pensionable salary, flexible up to 18x
- Company-funded private medical cover, with the option to add family or partner cover
- Income protection at 60% of salary, with the option to increase to 75%
- Six months' full pay under short-term disability after one year of service
- £150 per year towards health screening
- 25 days' holiday, with the option to buy or sell up to five days
- Hybrid working
If this opportunity could be of interest, please apply and we can discuss it in more detail.
