Chartered Financial Planner

We are excited to partner with an award-winning independent financial advisory firm that is actively seeking to grow its advice team! Our client has established an excellent reputation in the industry and takes pride in delivering tailored advice and wealth planning expertise to clients throughout the UK.



If you are an experienced Financial Planner looking for your next step in your career, we would love to hear from you!



What you'll be doing:

 

Providing advice to a book of existing HNW/UHNW clients based across the area via phone call, online meetings and in person meetings

Working closely with the clients, provide advice across a wide range of cases such as Pensions, Investments, Retirement Planning etc.

Liaising with the Paraplanning & Administration teams to provide positive client outcomes

Adhering to FCA requirements and Compliance Policies

What you need to apply:

 

Chartered as a minimum

5 + Years Financial Advice experience with knowledge in Retirement Planning, Investments, Pensions

The ability to form positive relationships with clients

What's in it for you?

 

A basic salary of up to £75,000 dependent on experience and qualifications

Bonus scheme

Flexible working structure with working from home and flexitime offered

Social opportunities throughout the year

Exam funding and support

Progression opportunities into different areas of the business, depending on which way you see your career heading!

Generous annual leave allowance



What next?



Hit apply or contact Dan directly!

(email address removed) (Just .co!)