Chartered Financial Planner

4 days ago

Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time £100,000

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

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