Chartered Financial Planner

Bond Recruitment; Nottingham; Hybrid; GBP 65,000 - 80,000; Full time

Benefits offered by this job

Competitive salary

Pension

Life insurance

Online GP access

Holiday buy option

Job summary

Bond Recruitment is representing a well-regarded financial planning firm with offices in Nottingham. They seek a Chartered Financial Planner (CII/PFS) or equivalent, ideally with five years of independent advisory experience, for a hybrid role.

The package includes a salary of £65,000–£80,000 plus bonus and benefits, with a client portfolio of around 50 households to manage from day one. The role offers flexible working, strong paraplanning support, and funded professional development, plus a

Qualifications

• Five years' advice experience in an independent firm or near equivalent.

Skills

Client relationship management

Financial planning

Independent financial advice

People skills

Hybrid work adaption

Education

Chartered Financial Planner (CII/PFS) or equivalent

Job description

Job Description

Our client is an award winning and very well-respected financial planning firm with offices in Nottingham. They have been named one of Professional Adviser's Best Financial Advisers to Work For five years running (2022–2026), and are regularly judged a Top 100 Financial Planning firm.

They are recruiting for a Chartered Financial Planner (CII/PFS) or equivalent on a hybrid basis, ideally with at least five years' advice experience in an independent firm. However, we will consider applications for candidates close to that status. It's ideally a full-time position but we'll happily consider part time.

Salary range expected to be £65,000 - £80,000. There is have a bonus scheme on top of this which boosts ongoing salary rather than one-off payments.

What makes the role appealing:

• Real support. Full backing from experienced paraplanners and an excellent administration team, so you can spend your time with clients rather than on paperwork.
• Proper financial planning. Goals-based, holistic, independent advice - with the time to do it well.
• Development paid for. All professional qualifications, courses, exams and CPD costs covered, plus comprehensive training and mentoring.
• Flexibility that works. Hybrid working: remote Mondays and Fridays, with 2-3 days in the office, and a true focus on work-life balance.
• Solid benefits. Competitive salary, pension, life insurance, online GP access and generous holidays with the option to buy more.
• A culture built on growth, kindness and collaboration. Fresh ideas, better processes and new technology are welcomed here, not resisted.
• Client portfolio. This role comes with a client portfolio of around 50 households so you're ready to go from day 1 and build it up from there.

For more information on this role please contact Jon Minns [e-mail]

Requirements

About you You will be an ambitious and focused individual with a passion for financial services and you will view this as a long-term career. Professionally you will have a record of achievement that you are proud of and that demonstrates your commitment to providing high-quality advice and service to clients. You will have exceptional relationship management skills and you will be a technically strong Chartered qualified Adviser.