Chartered Financial Planner

2 days ago

Nottingham, United Kingdom mbf Full time
Job Description

Financial Planner - Leading Wealth & Investment Management Organisation

Nottingham - Salary negotiable; from £60K to around £80K, plus Bonus and Benefits (potentially higher for the right candidate)


Our client is an International Wealth & Investment Management organisation who operate at the highest level. They are currently seeking an experienced Financial Planner to join their team in Nottingham to manage and develop a HNW Client Book.


This company are well established and have significant financial backing, enabling them to carry out exciting plans which will place them at the forefront of the Financial Planning sector, with a first class proposition for their clients.


The role:

As a Financial Planner, you will play a pivotal role in delivering expert financial planning advice to a diverse range of clients. You'll be responsible for analysing their goals and creating tailored solutions to meet their needs.


This role involves managing an existing client base while actively seeking opportunities to expand it through business development initiatives and networking. You will ensure client satisfaction by providing ongoing advice, maintaining client suitability, and adhering to regulatory standards.


Key Responsibilities:

  • Manage and develop relationships with a portfolio of HNW clients, providing continuous support and advice.
  • Engage in business development to attract new clients, leveraging both internal and external networks.
  • Deliver comprehensive financial planning solutions, particularly in complex and higher-risk areas. Provide guidance to paraplanning and administration teams, ensuring high standards and timely task completion.
  • Stay up-to-date with regulatory requirements and company policies to maintain compliance.


What We’re Looking For:

  • A minimum Level 4 qualification, ideally already achieved the CII Level 6 Advanced Diploma or equivalent. Maintenance of SPS in line with professional body requirements.
  • Prior experience as a Financial Planner, with a minimum of 3 years but ideally 5+ years
  • Deep knowledge of financial planning, client advice, and complex advisory areas.
  • Understanding of financial markets, risk management techniques, and regulatory frameworks.


On offer

  • Competitive basic salary, depending on experience and qualifications. Somewhere in the range of £60,000 to £80,000 but experienced candidates seeking above this should still apply
  • Excellent Benefits package including generous Pension contribution, DIS, Income Protection, PMI, share options, Electric Vehicle Scheme and many others
  • Discretionary annual bonus based on personal and company performance
  • Plenty of opportunities to develop your career within a genuine market leader
  • Full support towards qualifications

  • Chartered Financial Planner

    6 months ago

    Nottingham, United Kingdom Bond Recruitment Ltd Full time

    Our client is a Chartered Financial Planning firm that is recognised as being in the Top 100 of financial planning companies in the UK. They focus on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement. They are also one of the top financial planning companies to work for in their region. They are...

  • Chartered Financial Planner

    3 months ago

    Nottingham, United Kingdom Bond Rec Full time

    Our client is a Chartered Financial Planning firm that is recognised as being in the Top 100 of financial planning companies in the UK.They focus on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement. They are also one of the top financial planning companies to work for in their region.They are...

  • Chartered Financial Planner

    3 months ago

    Nottingham, United Kingdom Bond Rec Full time

    Our client is a Chartered Financial Planning firm that is recognised as being in the Top 100 of financial planning companies in the UK.They focus on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement. They are also one of the top financial planning companies to work for in their region.They are...

  • Chartered Financial Planner

    3 weeks ago

    Nottingham, United Kingdom Bond Rec Full time

    Job Description Our client is a Chartered Financial Planning firm that is recognised as being in the Top 100 of financial planning companies in the UK. They focus on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement. They are also one of the top financial planning companies to work for in their...

  • Chartered Financial Planner

    3 months ago

    Nottingham, UK, Nottinghamshire, United Kingdom Bond Rec Full time

    Our client is a Chartered Financial Planning firm that is recognised as being in the Top 100 of financial planning companies in the UK.They focus on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement. They are also one of the top financial planning companies to work for in their region.They are...

  • Chartered Financial Planner

    1 week ago

    Nottingham, United Kingdom mbf Full time

    Financial Planner - Leading Wealth & Investment Management OrganisationNottingham - Salary completely negotiable from £60K to around £80K plus Bonus and Benefits (potentially higher for the right candidate)Our client is an International Wealth & Investment Management organisation who operate at the highest level. They are currently seeking an experienced...

  • Chartered Financial Planner

    1 week ago

    Nottingham, United Kingdom mbf Full time

    Financial Planner - Leading Wealth & Investment Management OrganisationNottingham - Salary negotiable; from £60K to around £80K, plus Bonus and Benefits (potentially higher for the right candidate)Our client is an International Wealth & Investment Management organisation who operate at the highest level. They are currently seeking an experienced Financial...

  • Chartered Financial Planner

    1 week ago

    Nottingham, United Kingdom mbf Full time

    Financial Planner - Leading Wealth & Investment Management OrganisationNottingham - Salary negotiable; from £60K to around £80K, plus Bonus and Benefits (potentially higher for the right candidate)Our client is an International Wealth & Investment Management organisation who operate at the highest level. They are currently seeking an experienced Financial...

  • Chartered Financial Planner

    1 week ago

    Nottingham, UK, Nottinghamshire, United Kingdom mbf Full time

    Financial Planner - Leading Wealth & Investment Management OrganisationNottingham - Salary completely negotiable from £60K to around £80K plus Bonus and Benefits (potentially higher for the right candidate)Our client is an International Wealth & Investment Management organisation who operate at the highest level. They are currently seeking an experienced...

  • Chartered Financial Planner

    1 week ago

    Nottingham, UK, Nottinghamshire, United Kingdom mbf Full time

    Financial Planner - Leading Wealth & Investment Management OrganisationNottingham - Salary negotiable; from £60K to around £80K, plus Bonus and Benefits (potentially higher for the right candidate)Our client is an International Wealth & Investment Management organisation who operate at the highest level. They are currently seeking an experienced Financial...

  • Financial Planner

    6 months ago

    Nottingham, United Kingdom Idex Full time

    Financial Planner opportunity with an award-winning top tier integrated Wealth Management practice. As one of the largest UK Wealth Managers and Professional Services firms they have the depth, breadth and financial resource to develop a market leading client proposition and support financial planner development and career growth. **Benefits of...

  • Assistant Financial Planner

    7 months ago

    Nottingham, United Kingdom Mazars Full time

    **Assistant Financial Planner - Private Client** At Mazars we believe you should be part of a team where you will make a direct impact. We offer you the scope to influence the direction of the firm, in an environment dedicated to lifelong personal and professional development, Mazars is an engine for rapid and consistent career progression. **About the...

  • Strategic Financial Planner

    3 weeks ago

    Nottingham, Nottingham, United Kingdom Bennett and Game Recruitment LTD Full time

    We are seeking a highly experienced and skilled Strategic Financial Planner to join our team on a self-employed basis. As a leading financial services firm, we pride ourselves on delivering comprehensive financial services to individuals, families, and businesses.Our ideal candidate will have 3-5 years' previous experience in accountancy practice and be L4...

  • Financial Planner

    19 hours ago

    Nottingham, Nottingham, United Kingdom A.D.S Construction Personnel Ltd Full time

    Job OverviewWe are seeking an experienced Financial Planner to join our team at A.D.S Construction Personnel Ltd. This role will involve overseeing the financial aspects of construction projects, ensuring that costs are managed effectively and efficiently.Salary and BenefitsThe estimated salary for this position is £45,000 - £70,000 per annum, depending on...

  • Regional Planner

    4 weeks ago

    Nottingham, Nottingham, United Kingdom Carrington West Full time

    Regional Planning JobCarrington West is seeking a skilled Town Planner to join their team. As a Regional Planner, you will be responsible for delivering projects across the UK.We require a highly skilled Town Planner with 12-18 months experience in the public or private sector. The ideal candidate must hold a licentiate membership of the RTPI or chartered...

  • Chartered Financial Adviser Role

    3 days ago

    Nottingham, Nottingham, United Kingdom Lime Search & Select Ltd Full time

    Lime Search & Select Ltd is a fully independent Financial Advisory firm, providing businesses and individuals with sound Financial Planning and Advice.We are seeking an experienced Chartered Financial Adviser to join our existing team. This role involves working collaboratively with paraplanners to provide advice to clients, presenting financial plans, and...

  • Financial Planner

    17 hours ago

    Nottingham, Nottingham, United Kingdom CV-Library Full time

    Are you an experienced Paraplanner looking for a challenging role in a well-established Financial Planning firm in Nottingham?We offer a great earning potential, career path, and hybrid working.The successful candidate will be offered:£30,000 - £40,000 basic salary (depending on experience)26 days holiday + bank holidaysAdditional holidays with longer...

  • Financial Planner Professional

    3 weeks ago

    Nottingham, Nottingham, United Kingdom CleverHR Full time

    CleverHR is seeking a Financial Planner Professional to join our team in London. This role offers an estimated salary of £55,000 - £65,000 per annum.About the RoleThe primary responsibility of this position will be to ensure that CleverHR's clients receive the highest level of financial advice and ongoing service. This will involve developing financial...

  • Town Planner

    2 weeks ago

    Nottingham, United Kingdom Penguin Recruitment Full time

    The Company My client, a friendly Town Planning Consultancy, is looking for a Dynamic Town Planner to join team in Nottingham. They specialise in tailored planning solutions across residential, commercial, and mixed-use developments. The successful candidate will have excellent career development opportunities, and be involved in all aspects of Planning,...

  • Town Planner

    4 weeks ago

    Nottingham, United Kingdom CV-Library Full time

    The Company My client, a friendly Town Planning Consultancy, is looking for a Dynamic Town Planner to join team in Nottingham. They specialise in tailored planning solutions across residential, commercial, and mixed-use developments. The successful candidate will have excellent career development opportunities, and be involved in all aspects of Planning,...