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.