Chartered Financial Planner

ZipRecruiter; Romford; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading independent firm of Chartered Financial Planners is seeking a Chartered Financial Planner to manage an Essex client base. This role involves developing new business relationships and advising clients on pensions, investments, and tax planning, within a flexible hybrid working environment.

Benefits

Comprehensive corporate benefits package

Bi-annual salary reviews

Flexible hybrid working policy

Qualifications

• 2+ years experience advising clients.
• Strong sales record with new business development.
• Technical knowledge of pensions, investments, and tax planning.

Responsibilities

• Manage and advise on a client base in Essex.
• Generate new business through external introducers.
• Collaborate with clients for holistic financial planning.

Skills

Sales

Financial Planning

Client Advising

Education

CII Chartered

Job description

Job Description

Our client is an independent firm of Chartered Financial Planners specialisign in holistic financial planning including pensions, investments, tax planning, mortgages and protection. As part of a wider professional services company, they have excellent internal relationships and shared clients to advise, whilst contributing to the ongoing growth of the firms client book.

They are looking for a Chartered Financial Planner (CII) who can look after their client base around Essex. There is an Essex office so you can work out of Essex or London, but time spent Essex on a weekly basis meeting clients and generating new business through external introducers will be required.

Requirements

• CII Chartered, or will be within the next few months.
• 2+ years experience advising clients
• A strong sales record, proven experience of developing new business from new and existing clients
• Holistic financial planning experience with technical knowldedge of pensions, investments and tax planning.

Our client offers a comprehensive corporate benefits package as well as bi-annual salary reviews and a flexible hybrid working policy.