Chartered Financial Planner

2 months ago


Stafford, United Kingdom Freedom Recruitment Capital Full time
{"title": "Chartered Wealth Planner Opportunity", "content": "Role Overview

We are seeking an experienced Chartered Wealth Planner to join our team in Stafford. As a key member of our office, you will take over an existing book of clients and play a crucial role in managing relationships with ultra-high-net-worth (UHNW) clients.

Key Responsibilities
  • Support Partners in delivering financial planning services to UHNW clients, including opening SIPP accounts, generating illustrations, and analyzing offshore bonds.
  • Manage client relationships to independently oversee some UHNW clients.
  • Contribute to business development activities with the Partners, with the aim of eventually handling new client acquisition on your own.
Requirements
  • 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+).
  • Strong technical knowledge in financial planning, particularly pensions and offshore bonds, with the ability to handle all but the most complex cases without supervision.
What We Offer
  • A hybrid working environment—split between remote work, time at our Stafford office, and travel to client meetings.
  • Autonomy and empowerment to deliver exceptional client service.
  • Competitive salary and benefits.
", "lang_code": "en-US"}

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