Current jobs related to Chartered Financial Planner - Staffordshire - Recruit UK | Certified B Corp™

  • Financial Service Planner

    3 days ago

    Stoke-on-Trent, Staffordshire, United Kingdom Everpool Full time €55,000 - €80,000

    Financial Planner – Staffordshire/ Midlands Based Due to an internal promotion our client is looking for an experienced Financial Planner to join their successful and growing business on a remote basis. They are a CII Chartered Firm located in the Midlands, who have been helping clients meet their life goals since 2001.

  • Home-based Financial Planner

    2 weeks ago

    Etruria, Staffordshire, United Kingdom Everpool Recruitment Full time €55,000 - €80,000

    Financial Planner - Staffordshire/ Midlands Based Due to an internal promotion our client is looking for an experienced Financial Planner to join their successful and growing business on a remote basis. They are a CII Chartered Firm located in the Midlands, who have been helping clients meet their life goals since 2001. They currently have just under £700m...

  • Financial Service Planner

    1 day ago

    Stoke-on-Trent, Staffordshire, United Kingdom Everpool Full time €55,000 - €80,000

    Financial Planner – Staffordshire/ Midlands Based Due to an internal promotion our client is looking for an experienced Financial Planner to join their successful and growing business on a remote basis. They are a CII Chartered Firm located in the Midlands, who have been helping clients meet their life goals since 2001. They currently have just under...

  • Principal Town Planner

    1 month ago

    Staffordshire, United Kingdom Carrington West Full time

    Carrington West is partnering with a leading private planning consultancy based in Staffordshire to find a dynamic and experienced Town Planner. As a Principal/Associate Town Planner, you will play a pivotal role in delivering exceptional planning services across a diverse range of projects. This is an exciting opportunity to collaborate with a talented team...

  • Principal Town Planner

    1 month ago

    Staffordshire, United Kingdom Carrington West Full time

    Carrington West is partnering with a leading private planning consultancy based in Staffordshire to find a dynamic and experienced Town Planner. As a Principal/Associate Town Planner, you will play a pivotal role in delivering exceptional planning services across a diverse range of projects. This is an exciting opportunity to collaborate with a talented team...

  • Associate Town Planner

    2 weeks ago

    Lichfield, Staffordshire, United Kingdom Penguin Recruitment Full time

    Job Title: Associate Town Planner Location: Manchester | Preston | Lichfield Are you an experienced Town Planner ready to step into a leadership role? We have an excellent opportunity for an Associate Town Planner to join a top consultancy with offices in Preston, Manchester, and Lichfield. This role offers the chance to manage high-profile projects across...

  • Development Planner | Town Planner

    2 weeks ago

    Lichfield, Staffordshire, United Kingdom Carrington West Full time

    Hybrid working Carrington West are pleased to be partnered with a leading private planning consultancy based in Staffordshire. Our client prides itself on delivering high-quality planning solutions tailored to their clients' needs. With a focus on a range of projects from residential, commercial, rural, infrastructure and heritage. As a Principal/Associate...

  • Principal Town Planner

    2 weeks ago

    Lichfield, Staffordshire, United Kingdom Carrington West Full time

    Experienced Town Planner Location: Staffordshire, UK Hybrid working Salary: Negotiable DOE Carrington West are pleased to be partnered with a leading private planning consultancy based in Staffordshire. Our client prides itself on delivering high-quality planning solutions tailored to their clients' needs. With a focus on a range of projects from...

  • Rural Chartered Surveyor

    2 weeks ago

    Burslem, Staffordshire, United Kingdom Brampton Recruitment Ltd Full time €75,000 - €80,000

    Our client, due to business growth is seeking a Commercial Property Valuer This role is primarily working in the commercial property sector dealing with office, retail, industrial, mixed-use properties and land, together with some alternative residential asset classes such as HMOs, residential blocks etc. This Commercial Property Valuer role will be covering...

  • Chartered Surveyor

    2 weeks ago

    Burslem, Staffordshire, United Kingdom Brampton Recruitment Ltd Full time €75,000 - €80,000

    Our client, due to business growth is seeking a Commercial Property Valuer This role is primarily working in the commercial property sector dealing with office, retail, industrial, mixed-use properties and land, together with some alternative residential asset classes such as HMOs, residential blocks etc. This Commercial Property Valuer role will be covering...

  • Urban Planning Specialist

    2 weeks ago

    Staffordshire, United Kingdom Penguin Recruitment Full time

    **Job Title:** Urban Planning Specialist**Location:** NationwideWe are seeking an experienced Town Planning Specialist to join our team at Penguin Recruitment. This role offers the chance to manage high-profile projects across sectors including Commercial, Leisure, Energy, Housing, and Sport, while mentoring junior planners and playing a key role in shaping...

  • Administrator - Financial Administrator

    2 weeks ago

    Newcastle-under-Lyme, Staffordshire, United Kingdom Uniting People Full time

    Mon-Fri 8.30am-5.00pm/8.00am-4.30pm Competitive salary Are you a Financial Administrator with a passion for client service and a desire to contribute to a growing firm? You will play a vital role in supporting a Financial Adviser that takes a holistic approach providing comprehensive financial/Tax planning services to a wide client portfolio. You will have...

  • Financial Administrator

    2 weeks ago

    Newcastle-under-Lyme, Staffordshire, United Kingdom Uniting People Full time

    Mon-Fri 8.30am-5.00pm/8.00am-4.30pm Competitive salary Are you a Financial Administrator with a passion for client service and a desire to contribute to a growing firm? You will play a vital role in supporting a Financial Adviser that takes a holistic approach providing comprehensive financial/Tax planning services to a wide client portfolio. You will have...

  • Resource Planner

    1 day ago

    Staffordshire, United Kingdom Innovate Full time

    Overview: This role offers a fantastic opportunity to lead and manage the allocation of engineering resources across a variety of projects. You will ensure effective planning and distribution of resources to support key programmes, playing a central role in helping the organisation achieve its project objectives. As part of this role, you will work...

  • Resource Planner

    1 week ago

    Staffordshire, United Kingdom Innovate Full time

    Overview:This role offers a fantastic opportunity to lead and manage the allocation of engineering resources across a variety of projects. You will ensure effective planning and distribution of resources to support key programmes, playing a central role in helping the organisation achieve its project objectives.As part of this role, you will work closely...

  • Resource Planner

    4 weeks ago

    Staffordshire, United Kingdom Innovate Full time

    Overview:This role offers a fantastic opportunity to lead and manage the allocation of engineering resources across a variety of projects. You will ensure effective planning and distribution of resources to support key programmes, playing a central role in helping the organisation achieve its project objectives.As part of this role, you will work closely...

  • Resource Manager

    4 weeks ago

    Staffordshire, United Kingdom Innovate Full time

    Job Title: Resource PlannerAt Innovate, we are seeking a highly skilled Resource Planner to join our team. As a key member of our engineering department, you will play a critical role in ensuring the effective allocation of resources across various projects.Key Responsibilities:Develop and manage resource demand data to forecast engineering supply and meet...

  • Resource Manager

    4 weeks ago

    Staffordshire, United Kingdom Innovate Full time

    Job Title: Resource PlannerAt Innovate, we are seeking a highly skilled Resource Planner to join our team. As a key member of our engineering department, you will play a critical role in ensuring the effective allocation of resources across various projects.Key Responsibilities:Develop and manage resource demand data to forecast engineering supply and meet...

  • Resource Planner

    2 days ago

    Staffordshire, United Kingdom Innovate Full time

    Job Description Overview: This role offers a fantastic opportunity to lead and manage the allocation of engineering resources across a variety of projects. You will ensure effective planning and distribution of resources to support key programmes, playing a central role in helping the organisation achieve its project objectives. As part of this role, you...

  • Services Controller

    2 weeks ago

    Staffordshire, United Kingdom Digisourced. Full time

    Hello Network! I hope you're doing well today, I am currently recruiting for a Cost Controller role working for a large client of ours based in Stafford, United Kingdom: Duration: 6-12 months + extensions Location: Stafford (3 days onsite per week) Pay Rate: Negotiable Refferal Rewards Available for successful placement Inside IR35 See...

Chartered Financial Planner

2 months ago

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

Job Title: Chartered Financial Planner

Industry: Financial Services

Location: Staffordshire

Salary: Up to £100,000

Job Reference: 9107


Job Description:

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.