Chartered Financial Planner

1 month ago


Stafford, United Kingdom CV-Library Full time

Chartered Wealth Planner

Location: Hybrid (Remote / Stafford Office / Client Meetings)  

Contract: Permanent  

Salary: Competitive

The Role:

Our client, a prestigious wealth management firm, is seeking an experienced **Chartered Wealth Planner** to join their successful office in Stafford. 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.

The ideal candidate will have the ability to professionally interact with a small number of UHNW clients (£10m+ portfolios) and will be expected to grow into leading these relationships independently. The role also involves contributing to business development activities with the Partners, with the aim of eventually handling new client acquisition on your own.

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.

Key Responsibilities:

- 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.

- Business development: actively seeking out new client opportunities alongside Partners, and later independently.

Skills & Experience:

- Desirable - 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.

- Exceptional interpersonal skills and credibility when dealing with UHNW clients.

- A keen eye for detail, with the motivation to deliver outstanding results for clients.

- Self-driven, with the ability to work autonomously.

- No existing client base is required.

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.

-Opportunity to become a Partner

About Us:

We 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.

If you are a talented and driven Chartered Wealth Planner looking for an exciting opportunity with a respected firm, we’d love to hear from you. 

How to Apply:  

Please submit your CV (url removed)



  • Stafford, United Kingdom CV-Library Full time

    Chartered Financial Planner Location: Hybrid (Remote / Stafford Office / Client Meetings) Contract: Permanent Salary: £90,000 - £100,000 The Role: Our client, a prestigious wealth management firm, is seeking an experienced **Chartered Financial Planner** to join their successful office in Stafford. You will take over an existing book of...


  • Stafford, United Kingdom Freedom Recruitment Capital Full time

    Chartered Wealth Planner Location: Hybrid (Remote / Stafford Office / Client Meetings)   Contract: Permanent   Salary: Competitive The Role: Our client, a prestigious wealth management firm, is seeking an experienced **Chartered Wealth Planner** to join their successful office in Stafford. You will take over an existing book of clients while...


  • 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. The ideal candidate will have a proven track record of delivering financial planning services to ultra-high-net-worth (UHNW) clients, with a strong focus on building and maintaining long-term relationships.This is a unique opportunity for an...


  • 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 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 UsWe 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 DescriptionAs a Chartered Wealth Planner, you will take over an existing book of clients while playing a...


  • 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 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...

  • Finance Specialist

    2 weeks ago


    Stafford, Staffordshire, United Kingdom Harris Commercial Ltd Full time

    Chartered Financial Planner Role OverviewWe are seeking an experienced Chartered Financial Planner to join our successful office in Stafford, working with ultra-high-net-worth (UHNW) clients and supporting the Partners. This is a unique opportunity for an ambitious financial planner to grow and develop in a high-caliber environment.About the RoleDelivering...


  • 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 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, United Kingdom mbf. Full time

    **Financial Planning Administrator - Stafford - Flexble working up to 4 days per week - Salary to £32,000 plus company benefits** We are currently working with a boutique Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their team in Stafford. Our client is offering the opportunity to work from home up to 4...

  • UHNW Client Advisor

    2 weeks ago


    Stafford, Staffordshire, United Kingdom Harris Commercial Ltd Full time

    We're Looking for a Financial Planning Expert: To support the delivery of financial planning services to our high-net-worth clients, we need a Chartered Financial Planner with experience in managing complex financial relationships.Your Key Responsibilities:Take ownership of an existing book of clients and build strong relationships with ultra-high-net-worth...


  • 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...

  • Financial Manager

    2 weeks 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...


  • 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

    OverviewHarris Commercial Ltd is a boutique wealth management firm dedicated to serving high-net-worth clients with comprehensive, bespoke financial planning services.


  • Stafford, Staffordshire, United Kingdom Winsearch Full time

    Winsearch seeks a highly skilled Financial Controller to join our dynamic team in Cannock, Staffordshire. The successful candidate will have a strong background in finance, with expertise in financial management, budgeting and forecasting. This is a fantastic opportunity for someone looking to take their career to the next level in a forward-thinking...


  • Stafford, Staffordshire, United Kingdom E-Solutions Full time

    As a Cost Controller at E-Solutions, you will be responsible for maintaining project costs and ensuring they are aligned with the as-sold position.Responsibilities:Maintain project costs to complete budgets in alignment with the as-sold position and in coordination with budget holders.Support forecast estimation and verify the accuracy of actual-to-date...

  • Chartered Accountant

    3 weeks ago


    Stafford, Staffordshire, United Kingdom Michael Page (UK) Full time

    Micheal Page (UK) is seeking an ambitious Audit Senior/Senior Auditor to drive business growth through exceptional financial services. As part of our team, you'll have access to cutting-edge resources and a collaborative environment that encourages innovation.Your core responsibilities as an Audit Senior/Senior Auditor will include:Preparation of year-end...