Chartered Financial Planner

JR United Kingdom; Egham; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading independent financial advisory firm is seeking an experienced Financial Planner to join their team. The role involves providing tailored advice to high-net-worth clients across various financial areas, ensuring compliance, and collaborating with paraplanning teams. The firm offers a competitive salary, flexible working arrangements, and opportunities for professional development.

Benefits

Flexible working structure

Exam funding and support

Social opportunities throughout the year

Progression opportunities

Qualifications

• Minimum Chartered status required.
• Over 10 years of financial advice experience.
• Strong relationship-building skills with clients.

Responsibilities

• Provide financial advice to high-net-worth clients.
• Work on various cases including pensions and investments.
• Ensure compliance with FCA regulations.

Skills

Client Relationship Management

Financial Advice

Retirement Planning

Investment Knowledge

Pensions Knowledge

Education

Chartered Financial Planner

Job description

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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, provide advice across a wide range of cases such as Pensions, Investments, Retirement Planning etc.
• Liaising with the Paraplanning & Administration teams to provide positive client outcomes
• Adhering to FCA requirements and Compliance Policies

What you need to apply:

• Chartered as a minimum
• 10 + Years 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 working from home and flexitime offered
• Social opportunities throughout the year
• Exam funding and support
• Progression opportunities into different areas of the business, depending on which way you see your career heading!