Financial Services Recruitment Specialists

Chartered Financial Planner – London | Competitive basic salary and bonus scheme

A directly authorised and non-PE-backed financial planning firm, is seeking a Chartered Financial Planner to join its London office. This is an excellent opportunity for an experienced adviser who would like to develop within a supportive, professional, and forward-thinking environment.

The Opportunity
-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
-Work towards clearly defined KPI targets

What We’re Looking For

-Level 6 Chartered Financial Planner status.
-Current CAS and SPS status.
-No requirement to bring an existing client bank.
-Proven experience in a financial planning or advisory role.
-Strong client relationship management and communication skills.
-A desire to grow within a supportive, professional, and dynamic firm.

To apply or find out more, please contact hello@resourcematters.co.uk or call 0800 233 5516.

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