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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).

Key responsibilities will include:

  • Client bank to inherit and service
  • Flexible home and office working
  • Generous holiday, with option to purchase more
  • Pension contribution
  • Opportunity to work in a successful and quality over quantity focused financial planning practice

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role.

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