Chartered Wealth Management Professional

6 days ago


Stafford, Staffordshire, United Kingdom Freedom Recruitment Capital Full time
About Us

We are a boutique wealth management firm dedicated to serving a select number of families with comprehensive, bespoke financial planning services.

We focus on building deep, lasting relationships and providing exceptional service to our clients.

Job Description

As a Chartered Wealth Planner, you will take over an existing book of clients while playing a key role in managing relationships with ultra-high-net-worth (UHNW) clients alongside supporting the Partners.

This is a unique opportunity for an ambitious financial planner to grow and develop in a high-caliber environment, supporting the delivery of sophisticated financial planning services for UHNW clients.

  1. Supporting Partners in delivering financial planning services to UHNW clients, including:

  • Opening SIPP accounts and generating illustrations

  • Pension consolidations, transfers, and switches

  • Pension contribution reporting and advisory work

  • Analyzing and advising on offshore bonds

  • Understanding and advising on trusts

  • Managing client relationships to independently oversee some UHNW clients.

Benefits
  • A competitive salary of around £60,000 per annum, plus benefits
  • A hybrid working environment—split between remote work, time at our Stafford office, and travel to client meetings


  • Stafford, Staffordshire, United Kingdom Freedom Recruitment Capital Full time

    Freedom Recruitment Capital seeks an experienced Wealth Management Professional to join their team in Stafford. This is a unique opportunity for an ambitious financial planner to grow and develop in a high-caliber environment.The Role:Promote the delivery of sophisticated financial planning services for UHNW clients.Key Responsibilities:• Collaborate with...


  • Stafford, Staffordshire, United Kingdom Freedom Recruitment Capital Full time

    Senior Financial Planning Position:We are seeking an experienced Wealth Management Professional to join our successful office in Stafford. The successful candidate will take over an existing book of clients and work closely with Partners to deliver financial planning services to ultra-high-net-worth (UHNW) clients.This is an outstanding opportunity for a...


  • Stafford, Staffordshire, United Kingdom Harris Commercial Ltd Full time

    Job SummaryWe are seeking an experienced Chartered Financial Planner to join our successful office in Stafford. The successful candidate will have a strong technical knowledge in financial planning, particularly pensions and offshore bonds, with the ability to handle all but the most complex cases without supervision.


  • Stafford, Staffordshire, United Kingdom Freedom Recruitment Capital Full time

    About the RoleWe are seeking an experienced Chartered Wealth Planner to join our successful office in Stafford. As a key member of our team, you will take over an existing book of clients and play a pivotal role in managing relationships with ultra-high-net-worth (UHNW) clients.This is a unique opportunity for an ambitious financial planner to grow and...


  • Stafford, Staffordshire, United Kingdom Harris Commercial Ltd Full time

    Financial Planning Advisor OpportunityWe are looking for a talented Chartered Financial Planner to join our team in Stafford, focusing on delivering exceptional financial planning services to ultra-high-net-worth (UHNW) clients.Role DescriptionSupporting Partners in managing relationships with UHNW clients and providing financial planning advice.Analyzing...


  • Stafford, Staffordshire, United Kingdom Harris Commercial Ltd Full time

    Job SummaryWe are looking for a highly skilled Chartered Financial Planner to join our team in Stafford. The ideal candidate will have a strong background in pension and offshore bond analysis, as well as experience in providing financial planning advice to high-net-worth clients.The successful candidate will be responsible for supporting Partners in...


  • Stafford, Staffordshire, United Kingdom Freedom Recruitment Capital Full time

    Financial Planning ManagerJob Description: We are seeking an experienced Financial Planning Manager to lead our team of Chartered Wealth Planners. This role offers a unique opportunity to work with ultra-high-net-worth (UHNW) clients and develop and implement financial planning strategies.Key Responsibilities:Lead a team of Chartered Wealth Planners in...


  • Stafford, Staffordshire, United Kingdom Capita Full time

    We are seeking an experienced Senior Cost Management Professional to join our team in Stafford, United Kingdom.Job Description:This role will involve preparing feasibility estimates and option appraisal studies, as well as detailed cost plans and pre-tender estimates. You will also be responsible for risk analysis, whole life cost assessment, tender...


  • Stafford, Staffordshire, United Kingdom Carbon60 Aylesbury Full time

    **Job Title:** Project Control Professional**Location:** England, UK**Salary Range:** £50,000 - £70,000 per annumAbout the Company:Carbon 60 is a leading provider of education services, working in partnership with schools and academy trusts to deliver high-quality projects.Job Description:We are seeking an experienced Quantity Surveyor to join our team as...


  • Stafford, Staffordshire, United Kingdom Freedom Recruitment Capital Full time

    Job DescriptionWe are a boutique wealth management firm dedicated to serving a select number of families with comprehensive, bespoke financial planning services. Our focus is on building deep, lasting relationships and providing exceptional service to our clients.As a Chartered Wealth Planner, you will be responsible for managing relationships with...


  • Stafford, Staffordshire, United Kingdom Harris Commercial Ltd Full time

    Exciting Opportunity for a Chartered Financial PlannerHarris Commercial Ltd is seeking an experienced Chartered Financial Planner to join their successful office in Stafford. As a key member of the team, you will take over an existing book of clients and play a crucial role in managing relationships with ultra-high-net-worth (UHNW) clients.This is a unique...


  • Stafford, Staffordshire, United Kingdom City Facilities Management Full time

    Job SummaryWe are seeking an experienced Electrical Maintenance Professional to join our team at City Facilities Management. As a key member of our maintenance team, you will be responsible for ensuring the smooth operation of electrical systems across multiple sites.Key ResponsibilitiesCarrying out planned and reactive maintenance on electrical systems,...

  • Security Officer

    3 weeks ago


    Stafford, Staffordshire, United Kingdom TLG Management Full time

    About UsTLG Facilities Management LTD is a leading provider of security services, dedicated to creating a safe and welcoming environment for all our clients and their customers. Our commitment to professionalism, reliability, and exceptional service standards sets us apart.Job OpportunityWe are seeking confident and approachable Security Officers to join our...


  • Stafford, Staffordshire, United Kingdom TLG Management Full time

    Job DescriptionTLC Facilities Management LTD is a leading provider of security services, dedicated to creating a secure and welcoming environment for all our clients and their customers. We pride ourselves on professionalism, reliability, and exceptional service standards.We are seeking confident, approachable, and licensed Door Supervisors to join our team...


  • Stafford, Staffordshire, United Kingdom CV Library Full time

    Key ResponsibilitiesThe successful Commercial Director will be responsible for defining, directing, and leading a commercial strategy that balances risk to the business with opportunities for income reinvestment. This includes directing and leading the governance of the Commercial team, ensuring proper accountability for all commercial activity and...


  • Stafford, Staffordshire, United Kingdom TLG Management Full time

    TLG Facilities Management LTD is a leading provider of security services, committed to creating a safe and welcoming environment for all our clients and their customers. We pride ourselves on professionalism, reliability, and exceptional service standards.We are seeking confident, approachable, and licensed Door Supervisors to join our team and play a...


  • Stafford, Staffordshire, United Kingdom Freedom Recruitment Capital Full time

    Job DescriptionWe are seeking a skilled Financial Planning Specialist to join our team in Stafford. As a Chartered Wealth Planner, you will play a key role in managing relationships with ultra-high-net-worth (UHNW) clients alongside supporting the Partners.This is a unique opportunity for an ambitious financial planner to grow and develop in a high-caliber...


  • Stafford, Staffordshire, United Kingdom Carbon 60 Full time

    Career Opportunities in Construction Cost ManagementWe are currently seeking a construction cost manager to join our team at Carbon 60.About Us:Carbon 60 provides a range of services, including design, development, master planning, and project management for schools and academies across the UK.Key Responsibilities:The successful applicant will be responsible...


  • Stafford, Staffordshire, United Kingdom Innovate Awarding Full time

    Innovate Awarding is seeking a highly skilled End Point Assessor to join our team.We are looking for a Retail professional who can deliver aspirational assessments with integrity, approachability, and resourcefulness.The successful candidate will have a wealth of experience in the Retail sector, having worked as a Retail Manager. They will be able to...

  • Financial Manager

    2 days ago


    Stafford, Staffordshire, United Kingdom Carbon60 Aylesbury Full time

    **Job Title:** Financial Manager**Location:** England, UK**Salary Range:** £40,000 - £60,000 per annumAbout the Company:Capita is a leading provider of education services, working in partnership with schools and academy trusts to deliver high-quality projects.Job Description:We are seeking an experienced Quantity Surveyor to join our team as a Financial...