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Chartered Financial Planner

Chartered Financial Planner

Pavilion Recruitment Solutions

Posted 8 hours ago, valid for a month

London, Greater London EC1R 0WX

Full Time

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Sonic Summary

The position of Chartered Financial Planner is available in London with a salary range of £100,000 to £120,000 plus bonuses and benefits.
This full-time, permanent role requires a minimum of 5 years' experience in financial planning or wealth management.
The successful candidate will provide holistic financial advice to high-net-worth clients and build long-term relationships based on trust.
Key responsibilities include developing strategic financial plans and conducting regular reviews to align with clients' needs.
The firm offers competitive compensation, ongoing professional development, and flexible hybrid working arrangements.

Job Title: Chartered Financial PlannerLocation: London (Hybrid)Salary: £100,000 - £120,000 + Bonus + BenefitsJob 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.

Key Responsibilities:

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.

Requirements:

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.

What We Offer:

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.

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