Chartered Financial Planner - City of London - Salary £80k-£130k

  • Recruit UK
  • City of London, London, UK
  • 02/12/2019
Full time Financial Planner Wealth Manager

Job Description

Job Title: Chartered Financial Planner

Industry: Financial Advice

Location: City of London

Salary: £80,000-£130,000

Reference Number: 13687

Job Description:

Recruit UK are pleased to be working with an award-winning IFA in the heart of the city who runs a highly client-centric, bespoke advice model and has received industry acclaim, having won ‘Chartered Financial Planning Firm of the year’.

They are still a relatively small practice who have been growing organically since they established 14 years ago, and currently have 4 Financial Planners with a dedicated technical support team. Between them, they look after 200 Families with combined AUM of £350million.

Their model is pure fee-based advice, with a selection of services available to meet clients’ specific requirements. They go for limited clients, high-value approach, which has proven very popular with both their advisers and clients

They will pay a salary based on an adviser’s potential, preferring to maximise salaries over bonuses to ensure good practice (client focus). Overall earning generally work out about 1/3 of production.

Potential for an adviser to join the board within a few years and help with the strategic growth of the company. Having developed a solid foundation, they are looking to ramp up their hiring, bringing on like mind advisers who share their values.


What’s in it for you:

  • A bespoke package tailored for your requirements
  • A flexible working environment
  • Excellent support from the technical team
  • Opportunity to get involved in the strategic growth of the business


Their ideal adviser:

  • An established adviser who is looking for a company aligned to their values
  • Highly client centric
  • An established network
  • Ideally Chartered (they will support you to obtain if not)
  • An adviser who values a smaller company where they are not just a number

If the above sounds of interest, please get in contact with Tom to discuss in detail.


About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an award-winning IFA based in London on a Chartered Financial Planner role.


Our commitment to you

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
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•  Please mention Financial Planning Jobs when applying for this role