Chartered Financial Planner – Empower Clients, Achieve Success
Are you a qualified Chartered Financial Planner with a passion for helping clients achieve their financial aspirations? Join our dedicated team and provide expert financial advice, while enjoying a supportive work environment that values your growth and success.
About the Opportunity:
We are a respected, client-focused wealth management firm known for delivering personalised financial planning solutions. As a Chartered Financial Planner, you will manage a portfolio of high-net-worth clients and provide comprehensive financial advice. Working collaboratively with our para-planners and administration team, you'll focus on delivering value to clients, helping them navigate complex financial decisions. Enjoy the balance of a hybrid working model, flexibility, and room to grow within our positive, development-focused firm.
Why Join Us?
- Competitive Salary: Up to £85,000 + performance bonuses (not tied to financial targets)
- Comprehensive Benefits: Pension, life insurance, private healthcare, online GP access, generous holiday allowance with the option to buy more, discounted shopping schemes, mobile phone
- Supportive Work Environment: Full coverage of training and qualification costs with mentoring opportunities available as needed
- Growth Opportunities: Potential to build a significant client portfolio through steady organic enquiries and support for transferring existing clients
- Hybrid & Flexible Work Model: Flexibility to work remotely 2 days a week
Key Responsibilities:
- Collaborate closely with para-planners to deliver clear and actionable advice, ensuring clients achieve their financial goals
- Present lifetime cashflow forecasts, demonstrating multiple scenarios to provide clients with a comprehensive view of their financial future
- Deliver detailed financial plans and suitability reports that outline regulated recommendations
- Manage an existing portfolio of clients, providing ongoing advice and conducting scheduled reviews throughout the year
- Meet prospective clients to assess their financial needs, offering bespoke solutions that align with their objectives
- Provide technical expertise to support team members across the firm and nurture key professional relationships
- Foster strong, lasting client relationships, ensuring continued trust and satisfaction
Who We're Looking For:
- Chartered Financial Planner status (CII or equivalent) with proven experience advising high-net-worth clients
- Strong knowledge of investments, tax planning, pensions, and cashflow modelling
- Excellent interpersonal skills, with the ability to quickly build trust and maintain long-term relationships
- A proactive, client-first mindset with a focus on delivering clear, practical financial advice
- A collaborative approach, eager to contribute to a positive team environment
Next Steps:
If you're a Chartered Financial Planner ready to advance your career in a firm that supports your professional growth and values your expertise, we want to hear from you! Apply today to join a team where client satisfaction, personal development, and work-life balance are our top priorities.