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Chartered Financial Planner
2 months ago
Job Title: Chartered Financial Planner - Boutique Practice
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 boutique financial planning practice in Staffordshire. As a lead client relationship manager, you will be responsible for managing a book of clients and supporting our partners with their high net worth client base.
Key Responsibilities:
- Manage a portfolio of clients and provide financial planning advice
- Support our partners with their high net worth client base
- Contribute to business development and growth
- Develop and maintain strong relationships with clients and partners
Requirements:
- Chartered Financial Planner qualification (CII Level 6)
- Qualified pension specialist (AF7 or Pension Transfer Advice qualification)
- Previous experience in supporting high net worth 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 we are committed to providing a holistic approach to career happiness.
What We Offer:
- Competitive salary and benefits package
- Opportunity to work with a successful and quality-focused financial planning practice
- Flexible working arrangements
- Professional development and growth opportunities
