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Senior Financial Planning Specialist

2 months 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 boutique and successful financial planning practice in the UK. As a lead client relationship manager, you will be responsible for managing a bank of clients and supporting Partners in the firm with their high net worth (HNW) client base.

Key Responsibilities:

  • Manage a portfolio of clients, providing expert financial planning advice and guidance
  • Support Partners in the firm with their HNW client base, providing strategic advice and guidance
  • Develop and maintain strong relationships with clients, understanding their financial goals and objectives
  • Stay up-to-date with industry developments and regulatory changes, ensuring compliance with all relevant laws and regulations
  • Collaborate with other team members to achieve business objectives and goals

Requirements:

  • Chartered Financial Planner (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 independently and as part of a team

About Us:

Recruit UK | Certified B Corp™ is a leading recruitment agency specializing in financial services. We bring unique expertise, insight, and connections to match candidates with their perfect position. Our network spans the entire UK, with a local touch through our regional teams.