Chartered Financial Planner
I''m working with an Award Winning, growing, modern financial planning firm looking to appoint an experienced Chartered Financial Planner to join its London-based team. This is an opportunity to join a progressive business with a strong reputation for client service, collaborative culture, and ambitious growth plans. The role would suit an adviser who enjoys building long-term client relationships, delivering holistic financial planning, and contributing to the continued growth of the business.The Role You''ll be responsible for:Delivering high-quality financial planning advice to existing private HNW and UHNW clientsManaging and developing ongoing client relationships to facilitate a steady transition of clients across from existing directorsConducting annual reviews and presenting clear, engaging recommendationsGrowing your client bank through referrals, networking, and professional connectionsWorking collaboratively with paraplanning and client support teamsSupporting a positive, client-focused culture across the wider businessAbout YouChartered/level 6 statusExperience in financial planning/adviceStrong track record of client relationship management and business developmentCommercially minded with a proactive and professional approachExcellent communication and interpersonal skillsComfortable working in a collaborative, technology-enabled environmentWhat''s on OfferCompetitive salary up to circa £100,000 plus bonus structure up to 35% of salaryHybrid/flexible ..... full job details .....
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