Chartered Financial Planner

5 months ago

London, United Kingdom Attivo Group Full time

**Chartered Financial Planner - London**

**About Attivo**:
Attivo are Lifestyle Financial Planners.

We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence.

Our experienced, highly qualified Financial Planners and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs.

Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.

**About the role**:
As a Chartered Financial Planner, you will provide high calibre, long term tax and lifestyle financial planning services to clients of Attivo. Building strong, long term client relationships and ensuring clients’ needs are satisfied compliantly and efficiently and maximise new business opportunities and retain the group’s growing client base.

You will be an ambassador of Attivo, representing its core values and company behaviours, raising the profile of the business and the profession with internal and external stakeholders.

**Key Responsibilities include**:

- Attend client meetings, provide financial advice, and make recommendations to help clients achieve their financial planning requirements
- Ensure the compliance procedure is adhered to at all times to protect and safeguard the company by meeting the regulatory aspects of the role
- Develop product, technical and regulatory knowledge to keep up to date with latest financial regulations
- Provide full disclosure of compliant advice process and charges to the client
- Conduct in-depth reviews of clients’ financial circumstances and future aims
- Ensure recommendations are suitable for the client and are fully understood
- Adhere to AML requirements and deliver suitability reports within prescribed timescales
- Follow through with client and providers to ensure business completed in a timely manner
- Ensure all regulatory obligations are discharged fully during all engagements with client
- Support the business in responding to any complaints either being handled internally or by the Financial Ombudsman Services
- Maintain a high standard of file quality and compliance standards
- Maintain continuous professional development records and a comprehensive knowledge of pensions, investments and estate planning

**About you**:
You will need to be a Chartered Financial Planner, holding the Advanced Diploma in Regulated Financial Planning. You will need to have at least three years experience as a Financial Planner, operating at the highest level.

The existing client base is located in the wider London area, so you will need to live within a reasonable commuting distance from our London office.

You are an excellent communicator and able to influence others, acting as a financial coach, building trust with our high-net-worth clients. You are able to work with demanding objectives and prioritise your own workload.

**Essential skills and experience**
- A proven track record providing high levels of service and advice
- Qualified Chartered Financial Planner with the CII

**Salary and benefits**
Up to £80,000 depending on experience, plus car allowance, bonus and benefits.

Attivo also offers:

- Non-contributory Pension Scheme
- Private Medical Insurance
- Income Protection
- Critical Illness
- Death in Service
- Generous holiday allowance, rising with length of service
- Work from home and flexible working available
- Excellent culture, promoting employee wellbeing and engagement.

**Recruitment Policy**

Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.

Attivo do not use recruitment agencies and we respectfully ask that agencies do not contact us in regard to posts advertised on this site.

**Privacy Policy**
Please visit our website to view our full privacy policy for prospective employees.

  • Chartered Financial Planner

    2 days ago

    London, United Kingdom Synchronicity Financial Services Full time

    Job Description Our client is a leading wealth management company who are continuing to grow their London office and looking to add an experienced Chartered Financial Planner to their high performing team. You will have at least 4 years experience advising HNW clients in all areas of financial advice and have proven ability to win new business. There are...

  • Chartered Financial Planner

    1 week ago

    London, United Kingdom Synchronicity Financial Services Full time

    Our client is a leading wealth management company who are continuing to grow their London office and looking to add an experienced Chartered Financial Planner to their high performing team.You will have at least 4 years experience advising HNW clients in all areas of financial advice and have proven ability to win new business. There are clients to take...

  • Chartered Financial Planner

    1 week ago

    London,, UK, United Kingdom Synchronicity Financial Services Full time

    Our client is a leading wealth management company who are continuing to grow their London office and looking to add an experienced Chartered Financial Planner to their high performing team.You will have at least 4 years experience advising HNW clients in all areas of financial advice and have proven ability to win new business. There are clients to take...

  • Chartered Financial Planner

    1 week ago

    London, United Kingdom Synchronicity Financial Services Full time

    Our client is a leading wealth management company who are continuing to grow their London office and looking to add an experienced Chartered Financial Planner to their high performing team.You will have at least 4 years experience advising HNW clients in all areas of financial advice and have proven ability to win new business. There are clients to take...

  • Chartered Financial Planner

    2 weeks ago

    London,, UK, United Kingdom D&R Recruitment Limited Full time

    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...

  • Chartered Financial Planner

    2 weeks ago

    London, United Kingdom D&R Recruitment Limited Full time

    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...

  • Chartered Financial Planner

    2 weeks ago

    London, United Kingdom D&R Recruitment Limited Full time

    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...

  • Financial Planner Assistant

    4 weeks ago

    London Area, United Kingdom Financial Divisions Full time

    Paraplanner/Assistant Financial Planner OpportunityFinancial Divisions is seeking a talented Paraplanner/Assistant Financial Planner to join their team in the City of London. This is a fantastic opportunity for a professional looking to work for a leading name in the UK Wealth Management sector and secure a long-term career path.About the RoleAs a...

  • Financial Planner

    5 months ago

    London, United Kingdom CV Elite Full time

    **The Person**: The successful Financial Planner (Financial Advisor, Financial Adviser, Senior Paraplanner) will be a warm relationship builder who is service orientated and who is capable of delivering a personalised and holistic financial planning service of the highest standard, providing clarity and empowering clients to make informed decisions. You will...

  • Chartered Financial Planner

    2 weeks ago

    London, United Kingdom MTBW Careers Full time

    Company DescriptionMTBW Careers specializes in recruiting top talent for fintech companies in London, ensuring that businesses have the best team to drive forward. We provide opportunities for growth and development in the financial technology industry.Role DescriptionWhat you’ll be doing:Creating brilliant advice for customersBeing a technical expert on...

  • Chartered Financial Planner

    1 week ago

    London, United Kingdom MTBW Careers Full time

    Company DescriptionMTBW Careers specializes in recruiting top talent for fintech companies in London, ensuring that businesses have the best team to drive forward. We provide opportunities for growth and development in the financial technology industry.Role DescriptionWhat you’ll be doing:Creating brilliant advice for customersBeing a technical expert on...

  • Chartered Financial Planner

    1 week ago

    London,, UK, United Kingdom MTBW Careers Full time

    Company DescriptionMTBW Careers specializes in recruiting top talent for fintech companies in London, ensuring that businesses have the best team to drive forward. We provide opportunities for growth and development in the financial technology industry.Role DescriptionWhat you’ll be doing:Creating brilliant advice for customersBeing a technical expert on...

  • Financial Planner

    1 month ago

    City of London, United Kingdom CV-Library Full time

    Exciting Opportunity: Financial Planner - London Position: Financial Planner Level 4 Diploma in Financial Planning (CII or equivalent) Location: London (Zone 1) Salary: £60k-£80k neg + Performance Bonuses, Pension, Healthcare, and Support for Chartered Status Job Type: Full-time | Permanent | Hybrid (3 days office, 2 days remote) Are you a...

  • Financial Planner

    3 weeks ago

    City of London, United Kingdom Deerfoot Recruitment Solutions Limited Full time

    Exciting Opportunity: Financial Planner - LondonPosition: Financial Planner Level 4 Diploma in Financial Planning (CII or equivalent)Location: London (Zone 1)Salary: £60k-£80k neg + Performance Bonuses, Pension, Healthcare, and Support for Chartered StatusJob Type: Full-time | Permanent | Hybrid (3 days office, 2 days remote)Are you a motivated and...

  • Financial Planner

    2 weeks ago

    City of London, United Kingdom Deerfoot Recruitment Solutions Limited Full time

    Exciting Opportunity: Financial Planner - London Position: Financial Planner Level 4 Diploma in Financial Planning (CII or equivalent)Location: London (Zone 1)Salary: £60k-£80k neg + Performance Bonuses, Pension, Healthcare, and Support for Chartered StatusJob Type: Full-time | Permanent | Hybrid (3 days office, 2 days remote) Are you a motivated and...

  • Financial Planner Assistant

    3 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Job OpportunityFinancial Divisions, a leading Wealth Manager, is seeking a skilled Paraplanner/Assistant Financial Planner to strengthen their team in London. This role offers a chance to work with a prestigious company, providing financial planning and investment management services to high net worth individuals.Key Responsibilities:Preparing high-quality...

  • Financial Planner

    4 weeks ago

    London, United Kingdom Deerfoot Recruitment Solutions Limited Full time €60,000 - €80,000

    Exciting Opportunity: Financial Planner - London Position: Financial Planner Level 4 Diploma in Financial Planning (CII or equivalent) Location: London (Zone 1) Salary: £60k-£80k neg + Performance Bonuses, Pension, Healthcare, and Support for Chartered Status Job Type: Full-time | Permanent | Hybrid (3 days office, 2 days remote) Are you a motivated and...

  • Assistant Financial Planner

    2 weeks ago

    London, United Kingdom Financial Divisions Full time €45,000 - €52,000

    Paraplanner/Assistant Financial Planner (Client facing) City of London/ Partial remote (2 Days in office) £45,000 to £52,000 Plus bonus and excellent benefits package My client is an award-winning premier Wealth Manager providing financial planning and an investment management service to HNW and UHNW individuals. As part of their strategy to promote...

  • Financial Planner Assistant

    3 weeks ago

    London Area, United Kingdom Financial Divisions Full time

    Paraplanning Role OverviewFinancial Divisions is seeking a skilled Paraplanner to strengthen their Paraplanning team in their London office. As a Paraplanner, you will be responsible for preparing high-quality reports, assisting with annual reviews, and accompanying Financial Planners to client meetings.Key ResponsibilitiesPreparing client-focused reports...

  • Junior Financial Planner

    2 months ago

    City of London, United Kingdom CV-Library Full time

    Exciting Opportunity: Junior Financial Planner - London Position: Junior Financial Planner Location: London (Zone 1) Salary: £50k-£70k + Performance Bonuses, Pension, Healthcare, and Support for Chartered Status Job Type: Full-time | Permanent | Hybrid (3 days office, 2 days remote) Are you a motivated and ambitious financial planning...