Chartered Financial Planner

TN United Kingdom; Birmingham; On-site; GBP 40,000 - 80,000; Full time

Job summary

An award-winning top-tier integrated Financial Planning and Wealth practice is seeking passionate professionals to join their dynamic team. This firm, recognized as one of the largest in the UK, offers a progressive salary and rewards structure, ensuring career growth for financial planners. You'll have the opportunity to deliver client-centric financial planning, develop strong relationships with clients, and collaborate with various teams to drive commercial success. If you're eager to elevate your career in a supportive environment, this is the perfect opportunity for you.

Qualifications

• Diploma Level 4 or equivalent essential, Chartered Level 6 preferred.
• Excellent client relationship skills and ability to work collaboratively.

Responsibilities

• Deliver client-centric financial planning.
• Develop relationships with clients and introducer partners.
• Work in partnership with investment management teams.

Skills

Client Relationship Management

Collaborative Work

Technical Knowledge in Financial Planning

Education

Diploma Level 4

Chartered Level 6

Job description

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Take your career to new heights by joining this award-winning top-tier integrated Financial Planning and Wealth practice.

As one of the largest UK's largest Financial Planning and Professional Services firms, my client offers an industry-leading proposition and framework.

With a proven track record in supporting financial planners with career growth, they offer one of the most progressive salary and rewards structures in the industry.

Responsibilities of role:

1. Deliver client-centric financial planning
2. Develop relationships with clients and introducer partners
3. Work in partnership with investment management and business advisory teams, driving cross-divisional commercial success
4. Full local PA, admin support, and paraplanning (non-pooled)

Qualifications and skills required:

1. Diploma Level 4 or equivalent essential, Chartered Level 6 preferred
2. Excellent client relationship skills
3. Ability to work collaboratively with internal and third-party partnerships
4. Maintain technical and industry knowledge and an understanding of holistic financial planning strategies & solutions