Average Financial Planner salary in City of London

We are working with a well-established firm of Chartered Accountants based in the City of London who are seeking to recruit an additional Financial Planner to join their wealth advisory team. Their team includes chartered accountants, tax specialists, and financial advisors who pride themselves on understanding clients' unique needs and delivering tailored solutions. As a member of MGI Worldwide, a global network of independent accounting firms spanning 100 countries, they can offer clients access to a vast array of resources and expertise worldwide. They are known for their commitment to delivering high-quality services and building enduring client relationships, with a strong focus on responsiveness, friendliness, and efficiency. Job Description: Du to continued growth in a tough market, my client is currently expanding its financial planning team. Despite being a relatively new division within the company, they have already achieved notable success. Now, they are seeking a dedicated Financial Planner to join the team and play a key role in their continued growth over the next 2 to 3 years. As a Financial Planner you will collaborate closely with in-house Accountants and other professionals to foster and grow client relationships. Your primary objective will be to develop a significant book of clients in the coming years. This is an excellent opportunity for a Financial Planner, ideally with an existing client base that can be transitioned over the next 12 months. Alternatively, if you have a robust professional network within the financial sector, you can leverage it while also developing in-house leads. Key Responsibilities: Cultivate and nurture strong client relationships, with a focus on providing top-notch financial planning services.Work collaboratively with in-house Accountants and professionals to identify opportunities for financial planning services.Develop and implement customized financial plans tailored to each client's unique objectives and requirements.Stay updated on industry trends and regulatory changes to offer the best possible financial advice.Meet and exceed sales targets and performance metrics. Qualifications: Proven track record as a successful Financial Planner.An existing book of clients that can be gradually transferred or a substantial professional network.Exceptional interpersonal and communication skills.Demonstrated ability to understand and address clients' financial needs.Relevant financial planning certifications and licenses.Strong sales and negotiation abilities. Compensation: The salary for this position is competitive and flexible, with a target of 3 times validation (with flexibility in the first year). Additionally, a 33% bonus structure will be in place, including both new business and trail commissions. If you are an ambitious and skilled Financial Planner looking for an exciting opportunity to advance your career with a reputable firm that values client satisfaction and long-term relationships, we encourage you to apply.

In a tough market, some exceptional clients continue to grow their AUM year on year and a as result, are seeking to recruit motivated individuals with a vision for their long term future. Are you a driven and motivated Financial Planner looking for an exciting career opportunity? We are currently recruiting Financial Planners for a leading Financial Advisory practice in the UK, serving clients in London and the South East. This well-established and rapidly growing firm is seeking individuals with a vision for building and managing their own high-quality client book. Role Description: As a Financial Planner in this role, you will enjoy the support, guidance, and resources provided by a prominent name in the wealth advice sector. You'll have the opportunity to provide first client service while developing and growing your own book of clients over a period of time with earnings increasing year on year, you will be in control of your own business/income. Key Responsibilities: Offer personalized financial advice and wealth management services to clients.Build and manage a high-quality client book.Make use of training, leads, and client resources provided by the company.Maintain the highest standards of professionalism and integrity.Stay current with industry trends and regulations.Must be driven, hardworking and happy to network, proven training methods that have been a success for over 10 years will be provided but self-motivation and attitude are key. On Offer: Highly competitive base salary.Uncapped bonus potential.Genuine opportunity to earn a six-figure salary where you are in control of your earnings, not relying on a discretionary bonus.Ongoing training and professional development.A supportive and collaborative work environment.Opportunities for career growth and advancement.Staring salary £55-£70k, full OTE earning details on request. OTE to increase year on year. Qualifications: A strong commitment to providing exceptional client service.Financial planning qualifications and industry certifications (DipPFS or equivalent).Proven experience in financial planning.Excellent communication and interpersonal skills.Self-motivated and driven to achieve targets.Knowledge of financial products and investment strategies. Location: This opportunity is based in London and the South East, where you'll find great potential for building and expanding your client base. Work Schedule: We offer highly flexible working arrangements to accommodate your needs and enhance work-life balance. If you're a dedicated and ambitious Financial Planner looking to take control of your financial future while delivering exceptional client service, please apply for this role. Be part of this clients on-going success story and apply for this exciting opportunity today.

Job Title: Financial Planner Location: London (Flexible Working: 3 days from home)Salary: up to £80,000 starting salary + 20% Bonus + Benefits About UsOur client is a forward-thinking wealth management company combining cutting-edge technology with expert financial advice to offer tailored solutions. Their mission is to empower individuals, families, and businesses to make informed financial decisions and achieve their long-term goals. They offer comprehensive wealth management services, including investment portfolio management, retirement planning, tax-efficient solutions, and financial advice, all backed by industry expertise and advanced technology. The RoleOur client is currently seeking a Financial Planner to join their growing team. In this role, you will provide comprehensive financial planning advice across pensions and investments to a diverse portfolio of clients. Our client offers an abundance of leads through marketing strategies, and the successful candidate can expect to build a client bank of approximately £50M AUM within three years. While clients and leads will be provided, we are looking for a proactive planner eager to grow their portfolio through both company-sourced leads and self-generation. You should be passionate about delivering technology-led advice and embrace innovative thinking, as we believe the future of financial advice lies in combining human expertise with advanced technology. Key Responsibilities Provide comprehensive financial planning advice, specialising in pensions and investments.Build and manage a portfolio of clients, leveraging company leads as well as self-sourced opportunities.Deliver personalised, technology-driven financial advice that adapts to clients' evolving needs.Maintain a client-centric approach, ensuring long-term relationships built on trust and transparency.Stay informed of industry trends, regulatory changes, and financial planning best practices. Innovation and TechnologyAs a fintech business, our client utilises sophisticated algorithms and data-driven insights to optimise investment decisions and portfolios. By embracing automation alongside human expertise, they deliver efficient, personalised solutions that meet the unique needs of each client. Company CultureOur client fosters a collaborative, inclusive work environment that values creativity, innovation, and continuous learning. Their culture is diverse and equal-opportunity, creating a space where you can thrive, contribute, and make a positive impact in the financial advice industry. What They Offer Starting salary of up to £80,000Uncapped 20% bonus in year one27 days holiday6% pension contributionFlexible workingIncome ProtectionPrivate Medical InsuranceDeath in Service