Chartered Financial Planner

JR United Kingdom; Chelmsford; Hybrid; GBP 75,000 - 87,000; Full time

Job summary

A leading professional services firm seeks a Chartered Financial Planner to manage and grow a portfolio of complex clients in Essex. This role offers a dynamic environment with flexibility, excellent remuneration, and strong professional development support, emphasizing the firm’s commitment to employee wellbeing and career progression.

Benefits

28 days’ annual leave, including 3 days off at Christmas.

Private Medical Insurance.

Access to Digicare+ and Employee Assistance Programme.

Support for CPD and professional memberships.

Flexible hybrid working.

Bi-annual salary reviews.

Excellent bonus structure.

Qualifications

• Proven experience in advisory role managing complex client relationships.
• Strong technical knowledge of financial planning products and markets.
• Ability to generate new business opportunities.

Responsibilities

• Manage and grow a portfolio of high-value clients.
• Deliver personalized financial planning advice across several areas.
• Collaborate to enhance client experience and contribute to growth goals.

Skills

Communication

Problem Solving

Presentation

Organisational

Detail-oriented

Education

Chartered Financial Planner (CII)

CAS

SPS

Job description

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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.

This is a truly rewarding opportunity for a qualified, client-focused Financial Planner looking to join a firm that values long-term relationships, professional excellence, and flexible working.