Financial Planner
2 weeks ago
An exceptional opportunity has arisen for a Chartered Financial Planner (CII) to join a highly respected, fast-growing team of Independent Financial Planners. This firm is proud of its Chartered status, ethical approach, and commitment to delivering holistic financial planning through strong client relationships and industry-leading technical expertise. You’ll be joining a collaborative, values-driven environment where professional development, quality advice, and client outcomes sit at the heart of the business. The Role This position focuses on providing high-quality, comprehensive financial planning to a well-established and expanding client base, with an emphasis on complex and high-value relationships. You will manage existing accounts while developing new business opportunities through strong internal and external networks. While the role requires regular client travel within Lincolnshire and Peterborough, you may be based at home or from regional office locations depending on your preference. Key Responsibilities Manage and develop a portfolio of high-value and complex client relationships Deliver personalised, technically robust financial planning solutions Anticipate and respond to client needs, ensuring expectations are exceeded Identify and generate new business opportunities across service lines Drive profitable growth through client retention and business development Prepare detailed fact finds, reports, presentations, and technical documentation with support from an experienced client services team Maintain full compliance with regulatory standards and Consumer Duty Keep up to date with market trends, product knowledge, and regulatory changes About You To be successful in this role, you will need: Essential Qualifications: Chartered Financial Planner status (CII) or close to Competent Adviser Status (CAS) Current Statement of Professional Standing (SPS) Strong evidence of Continuing Professional Development (CPD) Experience & Skills: Proven success in a similar financial planning role Strong track record in managing and developing new and existing clients Excellent communication skills with the ability to build long-term, trusted relationships Commercially astute, confident in discussing and agreeing fees Highly organised, adaptable, and able to manage multiple priorities Strong attention to detail and excellent documentation standards Ability to solve problems, develop solutions, and operate confidently under pressure What’s on Offer Salary up to £75,000, with flexibility for exceptional candidates Transparent development pathways, with promotion opportunities twice yearly 25 days’ holiday plus 3 additional days over Christmas Hybrid working and a flexible, supportive culture Private Medical Insurance Comprehensive wellbeing offering, including digital health tools and employee assistance support Professional subscriptions funded Inclusive, diverse working environment that values personal and professional growth If you're a dedicated Chartered Financial Planner looking for a role with genuine autonomy, high-quality clients, and progressive career potential, we’d love to hear from you.
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Financial Planner
2 weeks ago
St Albans, United Kingdom mbf Full timeAn exceptional opportunity has arisen for a Chartered Financial Planner (CII) to join a highly respected, fast-growing team of Independent Financial Planners. This firm is proud of its Chartered status, ethical approach, and commitment to delivering holistic financial planning through strong client relationships and industry-leading technical...
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Financial Planner
2 weeks ago
St Albans, United Kingdom mbf Full timeAn exceptional opportunity has arisen for a Chartered Financial Planner (CII) to join a highly respected, fast-growing team of Independent Financial Planners. This firm is proud of its Chartered status, ethical approach, and commitment to delivering holistic financial planning through strong client relationships and industry-leading technical...
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Financial Planner
2 weeks ago
St Albans, United Kingdom mbf. Full timeAn exceptional opportunity has arisen for a Chartered Financial Planner (CII) to join a highly respected, fast-growing team of Independent Financial Planners. This firm is proud of its Chartered status, ethical approach, and commitment to delivering holistic financial planning through strong client relationships and industry-leading technical...
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Financial Planner
3 days ago
St Albans, United Kingdom mbf. Full timeAn exceptional opportunity has arisen for a Chartered Financial Planner (CII) to join a highly respected, fast-growing team of Independent Financial Planners. This firm is proud of its Chartered status, ethical approach, and commitment to delivering holistic financial planning through strong client relationships and industry-leading technical expertise....
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Employed Financial Planner
2 weeks ago
St. Albans, United Kingdom Ortus Psr Full time**Employed Financial Planner** **Location: St Albans** **Salary: £30,000 - £60,000 + OTE** In collaboration with a well established, impressive Independent Financial Advisory practice, I am looking to speak with Financial Planners looking for a new challenge within a friendly and professional outfit. The firm in question are looking to add an...
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Financial Planner
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St Albans, Hertfordshire, United Kingdom BWD Search & Selection Full time £40,000 - £1,200,000 per yearAn excellent opportunity for an ambitious Financial Planner to join the St. Albans office of a high calibre, multi-office Chartered IFA firm.You will inherit an active client base of £30M AUM, providing high quality, holistic, independent advice, and look to grow this through company generated leads and involvement in business development initiatives.The...
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IFA / Financial Planner
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St Albans, Hertfordshire, United Kingdom BWD Search & Selection Full timeAn excellent opportunity for an ambitious Financial Planner to join the St. Albans office of a high calibre, multi-office Chartered IFA firm. You will inherit an active client base of £30M AUM, providing high quality, holistic, independent advice, and look to grow this through company generated leads and involvement in business development initiatives. ...
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Financial Planner
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St Leonards, United Kingdom Resource Matters Ltd Full timeHome Based Employed Financial Planner - Clients Provided, client recruiting now! £50,000 - £80,000 Basic + Car allowance + pension + Quarterly bonuses Our Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services...
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Financial Planner
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St Albans, United Kingdom BWD Search & Selection Full timeFinancial Planner - Chartered IFA firm, St. Albans An excellent opportunity for an ambitious Financial Planner to join the St. Albans office of a high calibre, multi‑office Chartered IFA firm. You will inherit an active client base of £30M AUM, providing high quality, holistic, independent advice, and look to grow this through company‑generated leads...
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St Albans, United Kingdom mbf. Full timeA leading financial planning firm in the UK is seeking a Chartered Financial Planner to join their team. This role involves managing and developing high-value client relationships and delivering personalized financial planning solutions. The ideal candidate will possess strong client relationship management and business development skills. This position...
