Chartered Financial Planner

D&R Recruitment Limited

Posted a day ago, valid for a month

London, Greater London EC1R 0WX

£44,000 - £55,000 per annum

Full Time

Retirement Plan

Employee Assistance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

An amazing career opportunity has become available with a high-end, award-winning Wealth Manager who are seeking a qualified and motivated Chartered Financial Planner to join its dynamic team.

In this role, you will provide comprehensive financial planning services to an existing book of clients, helping them navigate their financial journeys with confidence.

It is dedicated to helping its clients achieve their financial goals through expert guidance and personalised strategies. It prides itself on its integrity, professionalism, and commitment to excellence.

Non-contractual bonus scheme
Contributory pension scheme via salary sacrifice (up to 10% employer contribution)
Private medical insurance
Death in service, 25 days holiday
Employee assistance programme
Access to company doctor’s scheme.

Chartered Financial Planner Key Responsibilities:

Develop and implement tailored financial plans for clients based on their individual needs and goals.
Conduct thorough assessments of clients’ financial situations, including investments, retirement, and estate planning.
Build and maintain strong client relationships through regular communication and exceptional service.
Stay updated on industry trends, market changes, and regulatory updates to provide informed advice.
Collaborate with other financial professionals to deliver a holistic approach to client planning.

Chartered Financial Planner Qualifications:

Chartered Financial Planner (CFP) designation is required.
Proven experience in financial planning or advisory roles.
Strong analytical skills and attention to detail.
Excellent communication and interpersonal skills.
Ability to build and maintain client relationships.

Why Join?

Join one of the very best Wealth Managers, Financial Planners in the UK.
Competitive salary and performance-based incentives.
Opportunities for professional development and continued education.
Supportive and collaborative work environment.
Comprehensive benefits package
Hybrid
Full client book supplied; no clients required.

How to Apply:

If you are passionate about helping clients achieve their financial goals and meet the qualifications above, I want to hear from you! Please send your resume and a cover letter to Robert Pender at D&R Recruitment

Application Deadline: ASAP, do not delay!