- 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
Back to searchSenior Financial Planner - National Chartered Financial Planning firm
BWD Search & Selection
Posted 10 hours ago, valid for 4 days
Winchester, Hampshire SO23 7QQ
Full Time
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Sonic Summary
- A large Chartered Financial Planning firm is seeking experienced Financial Planners to support their significant growth across multiple regional offices.
- The role offers a generous remuneration package with a basic salary of up to £90K, alongside excellent benefits and high bonus potential.
- Candidates should ideally have CII Chartered Financial Planner status or be working towards it, with a minimum of 3 years of experience required.
- The firm provides a significant client base, state-of-the-art technology, and strong support, allowing advisers to focus on building client relationships.
- This is an exceptional opportunity to join a progressive firm that values professional development and offers excellent long-term career progression.
