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Senior Financial Planner - National Chartered Financial Planning firm

BWD Search & Selection
Posted 11 hours ago, valid for 4 days
Location

Chester, Cheshire CH36DD, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A large Chartered Financial Planning firm is seeking experienced Financial Planners for various regional offices as part of their growth journey.
  • The firm offers a generous remuneration package with a basic salary of up to £90K, along with excellent benefits and high bonus potential.
  • Candidates should ideally have CII Chartered Financial Planner status or be actively working towards it, with a minimum of 3 years of experience required.
  • The firm provides significant client support, including a client base of typically £500K-5M investable assets and onsite paraplanning and admin support.
  • This is an exceptional opportunity to join a progressive firm that emphasizes professional development and offers a great work-life balance.
We are pleased to have partnered on a retained basis with a large, high-calibre Chartered Financial Planning firm who are undergoing a significant growth journey and are seeking experienced Financial Planners across a number of their offices.These are exceptional opportunities, hitting every criteria on most advisers’ wish-lists:
  • National Chartered Financial Planning firm, hiring in several regional locations
  • Significant backing from a prestigious ‘household name’ that provides certainty, longevity, as well as credibility amongst clients
  • Every office provides a high quality, corporate feel without the 'big city' commute
  • State of the art technology and processes
  • Heavily investing into the business, at a time when many competitors are cutting costs
  • Clients typically £500K-5M investable assets
  • Significant client base provided, whilst still giving you space and time to build
  • Onsite Paraplanning & Admin support (ratio of support to advisers c1:1)
  • Excellent work-life balance with hybrid working model
  • Positively encourage and sponsor professional development (further qualifications and/or attainment of accreditations such as STEP, SOLLA or Resolution)
  • Very realistic, achievable targets
  • Generous remuneration package including basic to c£90K, superb benefits (including 13% Pension Contribution, BUPA, PHI, DIS etc) and high bonus potential
  • Excellent scope for long term future career progression as the firm expands
Our client is ideally seeking CII Chartered Financial Planners but would consider those actively working towards this, as well as those qualified to Level 6/7 through a different exam body. There is no need to be able to bring a transferable network or client base, just the drive and desire to develop new business, in addition to the client base they will provide.These are superb opportunities to join a progressive, entrepreneurial firm as it embarks on a significant expansion and huge investment in the business. The quality of the proposition, technology, culture and support is second to none and enables advisers to focus on what they enjoy most – building trusted relationships with clients and providing high quality, life changing financial planning advice.Get in touch for more details.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.