Chartered Financial Planner

enable recruitment | B Corp™; Egham; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading independent financial advisory firm is seeking a Senior Recruitment Consultant specializing in Wealth Management. This role involves providing tailored financial advice to high-net-worth clients and collaborating with internal teams to ensure compliance and client satisfaction. The position offers a competitive salary up to £100,000, flexible working arrangements, and opportunities for professional development.

Benefits

Flexible working structure

Social opportunities throughout the year

Exam funding and support

Progression opportunities

Generous annual leave allowance

Qualifications

• 10+ years of Financial Advice experience.
• Knowledge in Retirement Planning, Investments, Pensions.
• Ability to form positive relationships with clients.

Responsibilities

• Providing advice to existing HNW/UHNW clients via various communication methods.
• Liaising with Paraplanning & Administration teams for client outcomes.
• Adhering to FCA requirements and Compliance Policies.

Skills

Financial Advice

Client Relationship Management

Pensions

Investments

Retirement Planning

Education

Chartered status

Job description

2 days ago Be among the first 25 applicants

enable recruitment | B Corp provided pay range

This range is provided by enable recruitment | B Corp. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from enable recruitment | B Corp

Senior Recruitment Consultant – Wealth Management at enable recruitment | B Corp

We are excited to partner with an award-winning independent financial advisory firm that is actively seeking to grow its advice team! Our client has established an excellent reputation in the industry and takes pride in delivering tailored advice and wealth planning expertise to clients throughout the UK.

If you are an experienced Financial Planner looking for your next step in your career, we would love to hear from you!

What you'll be doing:

• Providing advice to a book of existing HNW/UHNW clients based across the area via phone call, online meetings, and in-person meetings
• Working closely with the clients, providing advice across a wide range of cases such as Pensions, Investments, Retirement Planning, etc.
• Liaising with the Paraplanning & Administration teams to ensure positive client outcomes
• Adhering to FCA requirements and Compliance Policies

What you need to apply:

• Chartered status as a minimum
• 10+ Years of Financial Advice experience with knowledge in Retirement Planning, Investments, Pensions
• The ability to form positive relationships with clients

What's in it for you?

• A basic salary of up to £100,000 dependent on experience and qualifications
• Flexible working structure with options for remote work and flexitime
• Social opportunities throughout the year
• Exam funding and support
• Progression opportunities into different areas of the business, depending on your career goals
• Generous annual leave allowance

What next?

Hit apply or contact Dan directly!

[e-mail] (Just .co!)

Seniority level

• Not Applicable

Employment type

• Full-time

Job function

• Consulting

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