Finance Specialist

4 days ago


Stafford, Staffordshire, United Kingdom Harris Commercial Ltd Full time
Chartered Financial Planner Role Overview

We are seeking an experienced Chartered Financial Planner to join our successful office in Stafford, working with ultra-high-net-worth (UHNW) clients and supporting the Partners. This is a unique opportunity for an ambitious financial planner to grow and develop in a high-caliber environment.

About the Role
  • Delivering financial planning services to UHNW clients, including pension consolidations, transfers, and switches.
  • Analyzing and advising on offshore bonds and trusts.
  • Managing client relationships and overseeing some UHNW clients independently.
Requirements
  • Desirable - Qualified Pension Specialist holding either the Certificate in Pension Transfer Advice or the CII Unit AF7 Award.
  • Level 6 Diploma in Regulated Financial Advice.
  • Experience in providing financial planning advice to high-net-worth clients (with cases of £1m+).
Key Benefits
  • A hybrid working environment—split between remote work, time at our Stafford office, and travel to client meetings.
  • Competitive salary: £90,000 - £100,000 per annum.


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