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Financial Planning Specialist

2 months ago

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

We are seeking a highly skilled Chartered Financial Planner to join our boutique financial planning practice in Staffordshire.

This is an excellent opportunity for an experienced Chartered Financial Planner to take on a lead client relationship management role, working closely with Partners to deliver exceptional client service.

The successful candidate will have a strong background in supporting high-net-worth clients and a proven track record of business development.

We offer a competitive salary of up to £100,000, flexible working arrangements, and a generous holiday package.

Key responsibilities include:

  • Managing a portfolio of high-net-worth clients
  • Developing and implementing business development strategies
  • Collaborating with Partners to deliver exceptional client service
  • Supporting the growth and development of the business

Requirements:

  • Chartered Financial Planner (CII Level 6 qualification)
  • Qualified pension specialist (AF7 or Pension Transfer Advice qualification)
  • Previous experience in supporting high-net-worth clients

About Recruit UK:

We are a specialist recruitment agency in the financial services sector, with a strong reputation for delivering exceptional results. We are committed to providing a holistic approach to recruitment, taking the time to understand our candidates' needs and preferences.

We are proud to be a Certified B Corp, demonstrating our commitment to social and environmental responsibility.