Chartered Financial Planner

2 weeks ago

Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

Recruit UK are recruiting for Chartered Financial Planner (and pensions specialist) to join a boutique and successful financial planning practice in Staffordshire.

This is an excellent opportunity for an experienced Chartered Financial Planner to be a lead client relationship manager for a bank of clients, alongside supporting Partners in the firm with their UHNW client bank.

An element of the role will involve supporting the business development within the business, alongside client servicing and client management.

This is not a typical IFA book of clients and will provide someone with excellent growth and development, for those seeking it.


What’s on offer?

  • Salaries Up to £100,000 (dependent on skill-set and qualifications)
  • Flexible home and office working (opportunity to only travel to office minimum once a week dependent on location)
  • Client bank to inherit and service
  • Generous holiday, with option to purchase more
  • Pension contribution
  • Opportunity to work in successful and quality over quantity focused financial planning practice


Skills and experience required:

  • Chartered Financial Planner level (CII Level 6 qualification)
  • Qualified pension specialist (either AF7 or Pension Transfer Advice qualification)
  • Previous experience in supporting high level pension clients


About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Wealth Management firm based in Staffordshire on a Chartered Financial Planner role.


Our commitment to you:

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

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