Chartered Financial Planner

Zohorecruit; Nottingham; Hybrid; GBP 65,000 - 80,000; Full time

Benefits offered by this job

Bonus scheme

Hybrid working

Pension

Life insurance

Online GP access

Generous holidays

Job summary

Nottingham-based financial planning practice is seeking a Chartered Financial Planner or equivalent with at least five years’ advice experience in an independent firm. The role offers hybrid working with remote Mondays and Fridays and in-office 2–3 days per week.

The package includes a salary range of £65,000–£80,000 plus a bonus scheme, pension, life insurance, and comprehensive training. You’ll manage a client portfolio from day one while benefiting from strong admin and paraplanner support.

Qualifications

• At least five years’ advice experience in an independent firm.
• Chartered Financial Planner status or equivalent preferred.
• Hybrid role with flexibility in hours.

Responsibilities

• Provide holistic financial planning and independent advice to clients.
• Manage and grow a client portfolio, approx. 50 households.
• Collaborate with paraplanners and administration to focus on client meetings.

Skills

Client advisory

Holistic planning

Paraplanner support

Education

Chartered Financial Planner

CII/PFS qualification

Job description

Nottingham, United Kingdom | Posted on 29/09/2026

Our client is an award winning and very well-respected financialplanning firm with offices in Nottingham. They have been named one of ProfessionalAdviser’s Best Financial Advisers to Work For five years running (2022–2026), andare 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 considerapplications for candidates close to that status. It’s ideally a full-timeposition but we’ll happily consider part time.

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

What makes the role appealing:

• Realsupport. Full backing from experienced paraplanners and an excellentadministration team, so you can spend your time with clients rather thanon paperwork.
• Properfinancial planning. Goals-based, holistic, independent advice - withthe time to do it well.
• Developmentpaid for. All professional qualifications, courses, exams and CPDcosts covered, plus comprehensive training and mentoring.
• Flexibilitythat works. Hybrid working: remote Mondays and Fridays, with 2-3 daysin the office, and atrue focus on work-life balance.
• Solidbenefits. Competitive salary, pension, life insurance, online GP accessand generous holidays with the option to buy more.
• Aculture built on growth, kindness and collaboration. Fresh ideas,better processes and new technology are welcomed here, not resisted.
• Clientportfolio. This role comes with a client portfolio of around 50 householdsso you’re ready to go from day 1 and build it up from there.