Chartered Financial Planner

ZipRecruiter; Nottingham; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

A reputable financial advisory firm in Nottingham is seeking a Chartered Financial Adviser to join their team. This role involves managing a client portfolio, providing tailored financial advice, and working collaboratively with paraplanners. Candidates should have Chartered status or be close to obtaining it, alongside strong technical knowledge in financial planning. The position offers a competitive salary and hybrid working options.

Benefits

Competitive salary

Hybrid working options

Qualifications

• Chartered Financial Adviser status or close to Chartered qualification.
• Strong technical knowledge and several years of experience.
• Experience with defined benefit pension advice.

Responsibilities

• Work collaboratively with paraplanners to provide advice.
• Present lifetime cash flow forecasts and suitability reports.
• Manage a portfolio of clients and deliver scheduled reviews.

Skills

Technical knowledge

Effective communication

Client relationship management

Education

Chartered Financial Adviser status

Pension Transfer qualifications

Tools

Voyant

Job description

Job Description

My client is a fully independent Financial Advisory firm, providing both businesses and individuals with sound Financial Planning and Financial Advice across Investments, Inheritance Planning, Retirement Planning, Cash Flow Planning, and Investment & Tax Planning for Businesses since 2014. Focusing on goals-based holistic Financial Planning.

We are urgently seeking a Chartered Financial Adviser to join the existing Financial Advisory team and to service our clients on a daily basis. Specifically, you'll be responsible for:

1. Working collaboratively with our paraplanners, providing advice to help clients achieve their goals.
2. Presenting lifetime cash flow forecasts with multiple scenarios and financial plans with advice and suitability reports for regulated recommendations.
3. Managing a portfolio of clients, delivering scheduled reviews, and providing advice throughout the year.
4. Meeting prospective clients to assess their needs and propose how we can assist them.
5. Supporting other team members with strong technical knowledge.
6. Nurturing client relationships and maintaining professional relationships.

Requirements include:

• Chartered Financial Adviser status or close to Chartered qualification.
• Strong technical knowledge and several years of technical paraplanning experience.
• Pension Transfer qualifications and experience in preparing defined benefit pension advice.
• Holistic approach to financial planning, seeing the big picture to help clients achieve life goals.
• Experience with the Kinder Institute life planning approach or similar methods.
• Cash flow modelling experience, preferably using Voyant.
• Effective communication skills at all levels.

This role offers a competitive salary and hybrid working options.