Chartered Financial Planner

Additional Resources; Plymouth; Hybrid; GBP 65,000 - 100,000; Full time

Job summary

A well-established accountancy firm in Plymouth is seeking an experienced Chartered Financial Planner to deliver tailored financial advice and develop new business. This full-time, permanent role offers a competitive salary of £65,000 - £100,000 with flexible and hybrid working options. Ideal candidates will have Chartered status and at least 5 years of experience in financial services.

Benefits

Annual salary review

25 days plus bank holidays

Pension scheme

Cycle to work scheme

Private medical insurance

Commission schemes and staff incentives

Opportunities for professional development

Qualifications

• 5+ years of financial services experience with proven ability to prepare suitability reports.
• Experience in IFA practice is desirable.
• SOLLA accreditation preferred.

Responsibilities

• Providing professional, client-focused financial planning advice.
• Building relationships and generating business through networks.
• Preparing suitability reports and explaining recommendations.

Skills

Client-focused financial planning

Relationship building

Regulatory compliance

Report preparation

Client engagement

Education

Chartered Financial Planner status

Level 6 CII Advanced Diploma in Financial Planning

Competent Adviser status

Tools

FE Analytics

Intelligent Office

Job description

Overview

An exciting opportunity has arisen for a Chartered Financial Planner to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning. As a Chartered Financial Planner, you will deliver tailored financial advice, support existing clients, and develop new business through internal and external networks. This full-time, permanent role offers a salary range of £65,000 - £100,000 for 36.25 hours work week plus flexible & hybrid working options and benefits.

Responsibilities

• Providing professional, client-focused financial planning advice to new and existing clients.
• Building relationships and generating business through introducers and internal referral networks.
• Engaging with clients to understand objectives and agreeing project fees.
• Completing fact finds and ensuring compliance with “know your customer” requirements.
• Researching existing arrangements and evaluating alternative solutions to meet client goals.
• Preparing suitability reports and explaining recommendations in clear, practical language.
• Supporting clients with paperwork, applications, and ongoing reviews.
• Contributing to business targets and the wider success of the financial planning team.

What we are looking for

• Previous experience as a Senior Financial Planner, Financial Planner, Senior Financial Adviser, Financial Adviser, Senior Financial Advisor, Finance Advisor, Financial Advisor, Financial Planning Consultant, Finance Planner, Wealth Advisor, Independent Financial Adviser, Independent Financial Advisor, Investment Adviser, Investment Advisor or in a similar role.
• Chartered Financial Planner status and Level 6 CII Advanced Diploma in Financial Planning.
• Competent Adviser status.
• At least 5 years of financial services experience with proven ability to prepare suitability reports.
• SOLLA accreditation and experience in IFA practice would be desirable.
• Familiarity with FE Analytics and Intelligent Office would be beneficial.

What’s on offer

• Annual salary review
• 25 days plus bank holidays
• Pension scheme
• Cycle to work scheme
• Private medical insurance
• Charity giving schemes
• Commission schemes and staff incentives
• Opportunities for professional development and career progression

Apply

Apply now for this great Corporate Finance Planner opportunity to join a respected payroll services organisation and develop your career.

Important Information

We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003

Job Info

• Job Title: Chartered Financial Planner
• Company: Additional Resources
• Location:
• Posted: Sep 25th 2025
• Closes: Oct 26th 2025
• Sector:
• Contract: Permanent
• Hours: Full Time

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