Senior Financial Planning Specialist

7 days ago


Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time £100,000

Job Title: Chartered Financial Planner

Industry: Financial Services

Location: Staffordshire

Salary: Up to £100,000

Job Type: Full-time

About the Role:

We are seeking an experienced Chartered Financial Planner to join our team at Recruit UK | Certified B Corp™. As a leading recruitment agency in the financial services sector, we are committed to providing exceptional career opportunities for professionals like you.

Key Responsibilities:

  • Supporting high-level pension clients and providing expert financial planning advice
  • Working closely with Partners to develop and implement business strategies
  • Contributing to the growth and development of the business through client servicing and business development
  • Collaborating with the team to achieve business objectives and deliver exceptional results

Requirements:

  • 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 Us:

At Recruit UK | Certified B Corp™, we pride ourselves on our commitment to excellence, integrity, and customer satisfaction. We believe in building long-term relationships with our clients and candidates, and we are dedicated to providing a personalized approach to recruitment.

What We Offer:

  • Competitive salary and benefits package
  • Opportunities for career growth and development
  • Collaborative and dynamic work environment
  • Recognition and rewards for outstanding performance


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