Our client, an independent Chartered financial planning firm with a strong growth strategy is seeking a senior Chartered Financial Planner to join their growing team.
This role will report directly into the Head of Financial Planning and will be client facing, managing a book of mainly inherited HNW complex clients, whilst also supporting with the management of the rest of the team.
You will need to be
- CII Chartered
- 6+ years Financial Advice experience
- Experience of mentoring/supervising/managing other financial planners
- Strong technical knowledge and experience of advising HNW families (IHT, trusts and estate planning etc).
- An entrepreneurial mindset, able to contribute to business development initiatives such as events and seminars
On offer is a competitive basic salary and additional bonus scheme. There is flexibility to work from home 2 days a week. This is a fantastic firm who have grown consistently year on year and have a clear direction of travel.