Chartered Financial Planner

Job Title: Chartered Financial Planner
Location: London (Hybrid)
Salary: £100,000 - £120,000 + Bonus + Benefits
Job Type: Full-Time, Permanent

Join a Leading Wealth Management Firm - Empower Clients to Achieve Their Financial Goals

We are seeking an experienced and motivated Chartered Financial Planner to join our dynamic team. This is a fantastic opportunity to work with a well-established firm known for its client-centric approach and commitment to excellence in financial planning.

• Provide holistic financial planning advice to high-net-worth and mass affluent clients.

• Build and maintain long-term client relationships based on trust and tailored solutions.

• Develop and implement strategic financial plans covering pensions, investments, tax, and estate planning.

• Conduct regular reviews to ensure plans remain aligned with clients' changing circumstances.

• Maintain up-to-date knowledge of financial regulations, products, and market trends.

• Work closely with paraplanners and administrators to deliver an exceptional client experience.

• Chartered Financial Planner status (CII or equivalent) - essential.

• Minimum of 5 years' experience in financial planning or wealth management.

• Proven track record in providing first-class advice and developing strong client relationships.

• Strong ethical standards and full compliance with FCA regulations.

• Excellent communication, presentation, and interpersonal skills.

• Ability to work independently as well as collaboratively within a team.

• A competitive salary and performance-based bonus structure.

• A well-respected brand with a strong client base and high-quality leads.

• Full administrative and paraplanning support.

• CPD support and ongoing professional development.

• Flexible/hybrid working arrangements.