Chartered Financial Services Manager

1 week ago

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

Job Summary:

We are seeking a highly experienced Chartered Financial Planner to join our team at Recruit UK | Certified B Corp™. As a leading recruitment agency in the financial services industry, we are committed to providing exceptional service to our clients and candidates.

Key Responsibilities:

  • Lead client relationship management for a bank of clients
  • Support Partners in the firm with their UHNW client bank
  • Develop and implement financial planning strategies to meet client needs
  • Collaborate with cross-functional teams to deliver high-quality services
  • Stay up-to-date with industry trends and regulatory requirements

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
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment

What We Offer:

  • Flexible home and office working arrangements
  • Generous holiday entitlement with option to purchase more
  • Pension contribution
  • Opportunity to work in a successful and quality-focused financial planning practice

About Us:

At Recruit UK | Certified B Corp™, we pride ourselves on our unique expertise, insight, and connections in the financial services industry. With a reach of over 100,000 financial services connections, we are well-positioned to match candidates with their ideal positions. Our regional teams cover the whole of the UK, providing a local touch to our services.

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