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Chartered Financial Planner
2 months ago
We are seeking a highly skilled Chartered Financial Planner to join our boutique financial planning practice in a leading role.
About the Role:
- As a Chartered Financial Planner, you will be responsible for managing a book of clients and providing expert financial planning advice.
- You will work closely with our Partners to support their high net worth client base and contribute to the growth and development of the business.
- Key responsibilities will include client servicing, client management, and business development.
What We Offer:
- A competitive salary of up to £100,000, dependent on skill-set and qualifications.
- Flexible home and office working arrangements, with the option to work from home and travel to the office only when necessary.
- A client bank to inherit and service, providing opportunities for growth and development.
- A generous holiday package, with the option to purchase additional leave.
- Pension contribution and other benefits.
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:
Recruit UK | Certified B Corp™ is a specialist recruitment agency in the financial services sector. We pride ourselves on our unique expertise, insight, and connections, and our commitment to providing exceptional service to our clients and candidates.
