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Financial Planning Specialist

2 months ago

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

We are pleased to be working with a successful financial planning practice in Staffordshire on a Chartered Financial Planner role.

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.

The ideal candidate will have a Chartered Financial Planner level (CII Level 6 qualification) and be a qualified pension specialist (either AF7 or Pension Transfer Advice qualification).

As a specialist in financial services recruitment, we bring unique expertise, insight, and connections to match you to your perfect position.

Our client bank to inherit and service, with flexible home and office working (opportunity to only travel to office minimum once a week dependent on location).

Generous holiday, with option to purchase more, pension contribution, and opportunity to work in a successful and quality over quantity focused financial planning practice.

We have a reach of more than 100,000 financial services connections, covering the whole of the UK with a local touch through our regional teams.