Chartered Financial Planner

Switch Recruitment Services Ltd; Peterborough; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Peterborough is seeking a Level 6 Chartered Financial Planner or Independent Financial Advisor to deliver expert financial advice to complex clients. The role involves maintaining a client portfolio, utilizing cash-flow modelling tools, and providing holistic financial planning. Candidates must demonstrate strong communication skills and have extensive technical knowledge. This position offers flexibility with remote or hybrid working options alongside a competitive salary and benefits package.

Benefits

Competitive salary

Bonus

Generous annual leave

Private medical insurance

Enhanced pension

Qualifications

• Chartered Financial Planner / Level 6 or close to achieving this qualification.
• Proven experience in independent holistic financial planning.
• Excellent presentation and communication skills.

Responsibilities

• Maintain and develop an existing client portfolio providing quality advice.
• Use cash-flow modelling tools for financial strategies.
• Offer holistic planning in various financial areas.

Skills

Presentation skills

Verbal communication

Written communication

Technical knowledge of financial planning

Education

Chartered Financial Planner / Level 6

Tools

Cash-flow modelling tools

Job description

We are pleased to be working with a leading professional services and chartered financial planning firm which, due to continued expansion, currently required a Level 6 / Chartered Financial Planner / Independent Financial Advisor to join their team an provide expert financial advice to their high-value and complex client relationships.

Responsibilities

• Maintaining and developing an existing portfolio of clients providing high quality advice
• Using cash-flow modelling tools to deliver visual and clear financial strategies
• Offering holistic financial planning across wealth management, family protection, tax and retirement planning and property finance.

Experience

• Candidates need to be a Chartered Financial Planner / Level 6 or close to achieving.
• You will have proven experience of providing independent holistic financial planning.
• Excellent presentation, verbal and written communication skills are essential.
• Extensive technical knowledge of the financial planning process as well as using cash-flow modelling tools.

In return, candidates can expect to receive a competitive basic salary, bonus and benefits including generous annual leave, PMI, enhanced pension etc. This role can be either fully remote (subject to attending client appointments) or on an office / hybrid basis should the candidate prefer.