Chartered Financial Planner

2 weeks ago


West Bridgford, United Kingdom Independent Resourcing Consultancy 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 currently recruiting an experienced Chartered Financial Planner to join their growing team.

They are looking for someone with specific experience and skills. You should be able to tick these boxes:

- Advising and planning for clients for at least five years.
- Chartered status with strong technical knowledge.
- Actively operating in a holistic, goals-led role. You may be using Kinder Institute life planning principles or similar.
- Actively using cashflow forecasting tools.
- Comfortable with financial planning issues that come with higher levels of wealth, including all tax allowances (Lifetime Allowance, Pension Annual Allowances and MPAA, inheritance tax NRB and RNRB, business taxation reliefs, personal income tax allowances,capital gains annual exemptions and so on).
- Pension transfer qualifications.

The package on offer
- Competitive salary of up to £80,000pa depending on experience and qualifications, All financial planners in the team are employed, with a salary. Bonuses are paid annually team wide and are not directly related to targets met.
- Attractive benefits including pension, life insurance, online GP service, onsite parking, mobile phone. The company has a strong employee wellbeing focus
- A supportive environment for continual learning. All technical qualification and training costs are met by the company.
- The opportunity to deliver truly great financial planning advice to our interesting clients.
- The role is full time and based from their Nottingham office. The office is closed on Mondays and Fridays. You would be expected to work remotely on those days and in the office Tuesday - Thursday. Flexible working is encouraged.
- A portfolio of clients to start managing
- There is great potential in this role to grow a significant number of clients through the steady stream of organic enquiries and referrals they receive, and by nurturing professional relationships.

If you are a Chartered Financial Planner looking to work with one of the most highly regarded firms in the UK, please get in touch today.



  • North West, United Kingdom Exchange Street Full time

    No matter how well your company treats you there’s one thing they can probably never offer. A meaningful equity stake. This business can. And from a reassurance perspective something as good; it has. You will have to work hard to get it. You’ll have clients and £20m AUM to begin with, which you will cultivate and grow. Expectations are realistic for...


  • West Midlands, United Kingdom MB Fitzgerald Full time

    **Trainee Financial Planner - Sutton coldfield, Hybrid - Salary negotiable plus company benefits** MBF are currently working with an award winning firm of Chartered Financial Planner's in Sutton Coldfield who are looking to recruit a Senior Paraplanner/ Associate Financial Planner The company are highly respected in the area and known as true Financial...

  • Financial Planner

    14 hours ago


    Meriden, West Midlands, United Kingdom Ellis James Partners Full time

    Financial Planner - Flexible, Employed Role Meriden (Hybrid) | £60,000-£70,000 + Bonus + Benefits No validation. No pressure. Just great planning. We're working with a well-established, independent wealth management firm offering a rare opportunity for an experienced Financial Planner to join their advisory team in a full-time, employed capacity. This is a...

  • Financial Adviser

    2 weeks ago


    West Sussex, United Kingdom Financial Divisions Full time

    Established close to 20 years ago, my Client, an independent firm of Financial Advisers are looking to recruit an experienced and ideally Chartered Financial Planner to take over an existing book of very well-developed Clients allowing the Director to becomemore involved in the running of the Business. **Opportunity Highlights** - This firm offers whole of...

  • Financial Planner

    7 days ago


    South West England, United Kingdom IDEX Consulting Ltd Full time

    My client is a National Wealth management firm who have an opportunity in the South West for a Financial Planner to join the team. Working with some existing clients but being able to source your own clients and be comfortable in doing so, is a necessity for the role. The successful applicant will be minimum Level 4 qualified (ideally working towards...


  • West Midlands, United Kingdom Rosemount Financial Solutions (IFA) Ltd Full time

    Location: West Midlands (Remote) About Us Rosemount Financial Solutions (IFA) Ltd is an independent, family-owned financial services network supporting advisers across Investment, Pension, Mortgage, Protection, Equity Release and General Insurance advice. Role Overview As a Self-Employed Financial Planner, you will have the flexibility to manage your own...

  • Paraplanner

    7 days ago


    West Bridgford, United Kingdom Independent Resourcing Consultancy Full time

    Our client is a highly regarded firm of Chartered Financial Planners based on the outskirts of Nottingham, due to continued growth of the business they are now looking to recruit an experienced Paraplanner to join their busy team. We are looking for someone with specific experience and skills. You should be able to tick these boxes: - Paraplanning for at...

  • Financial Planner

    7 days ago


    West Yorkshire, United Kingdom Search Consultancy Full time

    IFA/ Financial Planner Region: West Yorkshire £60,000-£100,000 base dependent on experience Would you like to work for an award winning directly Authorised business? Would you like to work for an organisation that prides itself in supporting their staff? Due to their ongoing success an opportunity has arisen in a well-established national...

  • Financial Planner

    2 weeks ago


    West Midlands, United Kingdom MERJE Full time

    Our client, a rapidly expanding and acquisitive Wealth Management firm, are looking for a Financial Planner to input into the strategic direction of the business as part of the Financial Planning leadership team. They are currently seeking a highly motivated and experienced Financial Planner who wants to develop and looking to take the next step along their...

  • Ifa Administrator

    7 days ago


    West Bridgford, United Kingdom Independent Resourcing Consultancy 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...