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Senior Financial Planner
2 months ago
Chartered Financial Planner Industry: Financial Services
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.
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
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
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.
Use our network across the financial world to match you to your perfect position. Cover the whole of the UK with a local touch through our regional teams.