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Chartered Financial Planner – London (£80k‑£90k)

Resource Matters Ltd · London

Senior 80,000 - 90,000 GBP/year 🇬🇧 English

Job description

About the role

This position is for an experienced Chartered Financial Planner to join a directly authorised, non‑PE‑backed financial planning firm in London. The role offers a supportive, professional environment with opportunities for growth and a competitive remuneration package.

Key responsibilities

  • 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.
  • Utilise world‑class back‑office support to enhance service delivery.

Required profile

  • Level 6 Chartered Financial Planner status.
  • Current CAS and SPS qualifications.
  • Proven experience in financial planning or advisory roles.
  • Strong client relationship management and communication abilities.
  • Desire to grow within a supportive, professional environment.

Required skills

    What we offer

    • Competitive salary £80k‑£90k per annum.
    • Performance‑based bonus scheme.
    • Comprehensive benefits package.
    • World‑class back‑office support.
    • No requirement to bring an existing client bank.

    Questions fréquentes

    Le salaire proposé pour ce poste est de 80-90k GBP par an. Le détail figure dans l'annonce.
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    Published 2 months ago

    25 views · 0 interested

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    Resource Matters Ltd

    London