Chartered Financial Planning Professional

1 week ago


London, Greater London, United Kingdom mbf Full time

Unlock Your Potential as a Financial Adviser with our esteemed partner, a leading wealth management firm with a rich history of nearly two centuries.

This role presents an exceptional opportunity to make a meaningful impact in clients' lives by providing personalized financial planning solutions in a firm that values integrity, client focus, and performance.

About the Opportunity

As a Financial Adviser, you will play a vital role in delivering tailored financial advice that empowers clients across various life stages. You will help manage and grow existing relationships while actively developing new ones, supported by a highly collaborative team of professionals.

Key Responsibilities:

  • Client-Focused Financial Planning: Provide bespoke financial advice, covering retirement planning, inheritance, tax efficiency, and more to help clients achieve their financial objectives.
  • Relationship Building: Develop trusted relationships with both new and existing clients, ensuring ongoing satisfaction and creating opportunities for referrals.
  • Collaborative Approach: Work closely with Investment Management and Professional Services teams, integrating comprehensive advice for clients.
  • Meeting Structuring: Lead client meetings with professionalism and clarity, ensuring advice is accurate, timely, and meets each client's specific needs.
  • Pipeline Management: Maintain accurate records in the New Business Pipeline, ensuring all details are updated and organized.

What You'll Bring:

  • Diploma qualified and working toward Chartered status, with a Level 4 or above certification.
  • A minimum of 4 years in financial advisory roles with experience in fee-based client management.
  • Strong communication skills to deliver holistic financial planning strategies clearly and effectively.
  • Proven expertise in managing client relationships, with a service-focused approach that builds long-term trust.
  • Ability to work within a regulatory framework, balancing compliance with excellent client service.

What's in It for You?

  • Competitive Salary: Up to £95,000 with an annual bonus structure.
  • Benefits Package: Private medical insurance, life assurance, and a generous pension contribution.
  • Work-Life Balance: Hybrid working model, allowing for flexibility to meet personal and professional commitments.
  • Professional Growth: A strong commitment to continuous development, with opportunities for CPD and career advancement.
  • Inclusive Environment: A company dedicated to diversity and inclusion, ensuring a supportive workplace where everyone can achieve their best.


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