Save Job Back to Search Job Description Summary Similar JobsPermanent vacancy for a full time or part time CFP based in London Bridge.Small boutique firm looking to add a CFP with their own small book of clientsAbout Our ClientMy client is a small boutique firm, with a family ethos who pride themselves on a friendly and inclusive approach to financial planning. They are committed to delivering high-quality service from their London Bridge location to individuals and and corporate clients.Job DescriptionCFP Qualified Financial Planner, Financial ServicesDevelop, manage and maintain a diverse portfolio of clientsProvide comprehensive and expert financial planning advice to clients on pensions, ISAs, JIAs, Investment BondsYou will be responsible for adding clients to the firms portfolio to maximise revenueStay abreast of market trends to identify opportunities and risksRegularly review client portfolios and recommend changes when necessaryEnsure compliance with all regulatory and internal policiesDevelop and maintain strong relationships with internal and external stakeholdersParticipate in new business development initiativesThe Successful ApplicantA successful CFP Qualified Financial Planner should have:A certification as a Certified Financial Planner (CFP) is essential with own small client bookComprehensive knowledge of financial planning with the ability to expertly advise on pensions, ISAs, JIAs and Investment BondsExperience of Employee Benefits for the company's corporate clientele would be a bonusExceptional client relationship management skillsExcellent communication and presentation skillsDemonstrated success in managing and growing a diverse client portfolioProficiency in using financial planning softwareWhat's on OfferA competitive salary package of approximately £80k to £100k per annum, with descretonary bonusA pension scheme with 4% employer and 5% employee contributionPrivate medical insuranceGenerous holiday leave of 28 daysA supportive and professional work environmentThe opportunity to work in the desirable London Bridge locationThis is a fantastic opportunity for a CFP Qualified Financial Planner looking to take their career to the next level. We encourage you to apply if you believe you have the skills and experience to succeed in this role.ContactEsther BlunsdonQuote job refJN-032025-6682845Phone number+44 207 776 5947Job summaryJob functionBanking & Financial ServicesSubsectorPrivate Banker / RM / Wealth ManagerSectorFinancial ServicesLocationLondonContract typePermanentConsultant nameEsther BlunsdonConsultant phone+44 207 776 5947Job referenceJN-032025-6682845
