Chartered Financial Planner

mbf.

Posted 13 hours ago, valid for 22 days

Nottingham, Nottinghamshire NG42QU, England

Full Time

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Sonic Summary

The position is for a Chartered Financial Planner specializing in high-net-worth (HNW) clients, offering a salary between £50,000 and £70,000 plus benefits and a discretionary bonus.
The role requires a minimum of 5 years of experience in financial planning, with strong technical knowledge in areas such as pensions, taxation, and trusts.
The successful candidate will inherit an existing portfolio of HNW clients while also developing new relationships through networking and referrals.
Key responsibilities include managing client portfolios, creating comprehensive financial plans, and collaborating with internal teams to ensure exceptional service.
The firm offers a hybrid working model, a supportive culture, and opportunities for ongoing professional development.

Chartered Financial Planner - HNW ClientsLocation: Hybrid (West Bridgford Office & Remote Working)Salary: £50,000 - £70,000 + Benefits + Discretionary Bonus

Are you an experienced Chartered Financial Planner looking to take the next step in your career? We are recruiting on behalf of a well-established, highly respected financial planning firm that offers holistic, goal-based advice to high-net-worth (HNW) clients.

The OpportunityThis is a fantastic opportunity for a Chartered Financial Planner to inherit an existing book of HNW clients while also developing new relationships through networking, referrals, and incoming enquiries. You’ll be part of a collaborative team dedicated to delivering high-quality financial advice with a client-centric approach.

Key Responsibilities:

Manage and grow a portfolio of HNW clients, providing tailored financial planning solutions.
Engage with new clients through referrals, networking, and incoming enquiries.
Create comprehensive financial plans using cash flow forecasting tools.
Provide technical expertise in areas such as pensions, IHT planning, tax reliefs, offshore bonds, and trusts.
Collaborate with internal teams to ensure exceptional client service and outcomes.

About You:

Chartered Financial Planner with a minimum of 5 years' experience.
Strong technical knowledge across pensions, taxation, trusts, and holistic financial planning.
Proven ability to build lasting client relationships.
Experience advising on complex financial matters, including defined benefit pension transfers.
Familiarity with cash flow forecasting tools (ideally Voyant).

What’s on Offer?

Competitive salary (£50K-£70K) plus discretionary bonus and company benefits.
Hybrid working model with office days in West Bridgford (Tues-Thurs) and remote working options.
A warm, supportive culture with ongoing professional development.
A steady stream of organic client enquiries to help grow your book.

If you are an ambitious, client-focused financial planner ready to take on a rewarding role with a firm that values integrity, innovation, and growth, we’d love to hear from you.

Apply now in a few quick clicks