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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.

Key Responsibilities:

  • Client bank to inherit and service
  • Support Partners in the firm with their UHNW client bank
  • Previous experience in supporting high level pension clients

Requirements:

  • Chartered Financial Planner level (CII Level 6 qualification)
  • Qualified pension specialist (either AF7 or Pension Transfer Advice qualification)

We have a reach of more than 100,000 financial services connections and a local touch through our regional teams. Use our network across the financial world to match you to your perfect position.