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Chartered Financial Planner
Job in
London, Greater London, W1B, England, UK
Listed on 2026-07-29
Listing for:
Energy Jobline ZR
Full Time
position Listed on 2026-07-29
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Job Description
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.
- 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.
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