Chartered Financial Planner — High-Impact Wealth & ESG

Moore Kingston Smith LLP; City of London; Hybrid; GBP 70,000 - 75,000; Full time

Job summary

A leading financial planning firm in London is seeking a Chartered Financial Planner to manage and develop client relationships, ensuring high-quality service delivery. The ideal candidate will possess Chartered status and have a proven track record in financial services. This role involves significant travel to client locations in Lincolnshire and Peterborough, with flexibility to work from various office locations or home.

Benefits

Generous Annual Leave

Flexible Working

Private Medical Insurance

Qualifications

• Proven experience in a financial services role.
• Strong sales record managing complex client relationships.
• Excellent verbal and written communication skills.

Responsibilities

• Manage high-value client accounts and relationships.
• Develop and deliver financial planning solutions.
• Achieve revenue targets through retention and new business.

Skills

Sales orientation

Customer service skills

Communication skills

Organisational skills

Education

Chartered Financial Planner Status (CII)

Competent Adviser Status (CAS)

Tools

Microsoft Office (Excel, Word, PowerPoint)

Job description

A leading financial planning firm in London is seeking a Chartered Financial Planner to manage and develop client relationships, ensuring high-quality service delivery. The ideal candidate will possess Chartered status and have a proven track record in financial services. This role involves significant travel to client locations in Lincolnshire and Peterborough, with flexibility to work from various office locations or home.