At a Glance
- Tasks: Manage client portfolios and deliver tailored financial advice.
- Company: Dynamic financial planning firm with a supportive culture.
- Benefits: Competitive salary, bonus scheme, and world-class support.
- Other info: No need to bring an existing client bank; excellent growth opportunities.
- Why this job: Join a forward-thinking team and grow your career in finance.
- Qualifications: Chartered Financial Planner status and proven advisory experience.
The predicted salary is between 80000 - 90000 £ per year.
Chartered Financial Planner, London £80k-£90k Basic + Package + bonus scheme A directly authorised and non-PE-backed financial planning firm, is seeking a Chartered Financial Planner to join its London office.
This is an excellent opportunity for an experienced adviser who would like to develop within a supportive, professional, and forward-thinking environment.
- The Chartered
- Financial
- Planner
Role
- Manage and develop a portfolio of existing clients.
- Build and maintain long-term, trusted relationships with clients.
- Deliver high-quality, compliant financial advice tailored to each client
- Benefit from world class back-office support. .
No requirement to bring an existing client bank.
Chartered Financial Planner role ideal requirements
- Level 6 Chartered Financial Planner status.
- Current CAS and SPS status.
- Proven experience in a financial planning or advisory role.
- Strong client relationship management and communication skills.
- A desire to grow within a supportive, professional, and dynamic firm.
- To apply or find out more, please contact Richard Harding quoting
Chartered Financial Planner employer: Resource Matters Ltd
Join a leading financial planning firm in London that prioritises employee growth and development within a supportive and professional environment. With competitive compensation, a comprehensive benefits package, and world-class back-office support, this role offers the perfect opportunity for a Chartered Financial Planner to thrive while building lasting client relationships. Experience a dynamic work culture that values innovation and collaboration, making it an excellent choice for those seeking meaningful and rewarding employment.
