Chartered Financial Planner

ZipRecruiter; Chelmsford; Hybrid; GBP 75,000; Full time

Job summary

A respected professional services firm is seeking a Chartered Financial Planner to join their Essex team. This role involves managing complex client portfolios and delivering high-quality financial advice across various services. The firm promotes a collaborative environment with flexible working options and excellent career development opportunities.

Benefits

Bi-annual salary reviews

Excellent bonus structure

28 days annual leave

Private Medical Insurance

Support for CPD and memberships

Qualifications

• Proven experience in an advisory role with complex client management.
• Strong track record in generating new business.
• Detail-oriented, organised, and able to manage multiple priorities.

Responsibilities

• Manage and grow a portfolio of high-value, complex clients.
• Deliver personalised financial planning advice.
• Identify new business opportunities and support strategic growth.

Skills

Communication

Problem Solving

Presentation

Organisational Skills

Education

Chartered Financial Planner (CII)

CAS

SPS

Job description

Job Description

Are you a Chartered Financial Planner ready to take on a new challenge with a highly respected, people-focused firm?

We’re recruiting on behalf of a forward-thinking professional services firm with a long-standing reputation for excellence in accountancy, tax, audit, and advisory services. With offices across London and the South East and membership in a global advisory network, they offer a dynamic, collaborative working environment and a genuine commitment to employee development and wellbeing.

This is an exceptional opportunity to manage and grow a portfolio of high-value, complex clients while helping to shape the growth of the firm's financial planning function in the Essex region. Role would be London, City based but with lots of scope for hybrid/flexible working.

The Opportunity

• Develop and maintain a portfolio of new and existing clients.
• Deliver high-quality, personalised financial planning advice across pensions, investments, tax planning, and estate planning.
• Build and nurture a network of internal and external introducers.
• Collaborate closely with colleagues to deliver a seamless client experience across services.
• Identify new business opportunities and contribute to wider strategic growth goals.

Why Apply?

• Base salary up to £75,000, with flexibility depending on experience.
• Bi-annual salary reviews recognising contribution and performance.
• Excellent bonus structure and growth potential.
• Highly flexible hybrid working to support work-life balance.
• 28 days’ annual leave, including 3 days off at Christmas.
• Private Medical Insurance and access to Digicare+ and an Employee Assistance Programme.
• Support for CPD, professional memberships, and long-term career development.
• Be part of an inclusive, supportive culture where your voice matters.

What We’re Looking For

• Chartered Financial Planner (CII) or higher.
• CAS and SPS are essential.
• Proven experience in a similar advisory role, with a strong track record of managing complex client relationships and generating new business.
• Excellent communication, presentation, and problem-solving skills.
• Strong technical knowledge of financial planning products, funds, pensions, and markets.
• Organised, detail-oriented, and able to manage multiple priorities.