Chartered Financial Planner

Synchronicity Group; Milehouse; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm in the United Kingdom is seeking a CII Chartered Financial Planner to manage and expand an existing portfolio of clients. This hybrid role primarily based in St Albans involves developing complex financial solutions and a strong external network. Candidates with a strong sales background and experience with high-net-worth clients are encouraged to apply, as the position offers a competitive bonus scheme and clear progression opportunities.

Benefits

Competitive bonus scheme

Salary reviews every 6 months

Clear progression path

Qualifications

• CII Chartered or very close to.
• Experience advising HNW/Complex clients with current Competent Adviser Status.
• Strong sales record with proven experience of winning new business.

Responsibilities

• Inherit and grow an existing book of clients.
• Develop internal and external network of introducers.
• Focus on high-value and complex financial planning.

Skills

Strong sales record

Experience advising HNW/Complex clients

Network development

Education

CII Chartered or close to

Job description

Overview

Our client is seeking a CII Chartered Financial Planner to inherit and continue to grow an existing book of clients based around Hertfordshire, Bedfordshire, Northamptonshire, Cambridgeshire and Lincolnshire. This role will be based predominantly from the St Albans office and require travel around the region with some time spent in the short term in the Lincolnshire office.

Responsibilities

Whist there are clients to inherit and you will need to develop an internal and external network of introducer's to help grow this further. You will be focusing on high-value and complex relationships, developing solutions for complex financial planning needs.

Requirements

• CII Chartered or very close to
• Experience advising HNW/Complex clients with current Competent Adviser Status.
• Strong sales record with proven experience of winning new business

Benefits

Hybrid working is available with the majority of office time spend in St Albans and travel around the region. A plethora of benefits are on offer including a competitive bonus scheme, as well as salary reviews every 6 months and a clear progression path.