Chartered Financial Planner

ZipRecruiter; St Albans; Hybrid; GBP 75,000 - 87,000; Full time

Job summary

A leading professional services firm is seeking a Chartered Financial Planner to manage a portfolio of high-value clients in St Albans. This role offers a dynamic work environment, hybrid flexibility, and a commitment to employee development. The ideal candidate will have a strong advisory background and be focused on delivering exceptional client service.

Benefits

Bi-annual salary reviews

Excellent bonus structure

28 days’ annual leave

Private Medical Insurance

Support for CPD and professional memberships

Qualifications

• Proven experience in a similar advisory role.
• Strong track record of managing complex client relationships.
• Organised, detail-oriented, and able to manage multiple priorities.

Responsibilities

• Develop and maintain a portfolio of new and existing clients.
• Deliver high-quality financial planning advice across various areas.
• Identify new business opportunities and contribute to strategic growth.

Skills

Communication

Presentation

Problem Solving

Technical Knowledge

Education

Chartered Financial Planner (CII)

CAS

SPS

Job description

Job Description

Are you a Chartered Financial Planner ready to take on a new challenge with a highly respected, people-focused firm?

We’re recruiting on behalf of a forward-thinking professional services firm with a long-standing reputation for excellence in accountancy, tax, audit, and advisory services. With offices across London and the South East and membership in a global advisory network, they offer a dynamic, collaborative working environment and a genuine commitment to employee development and wellbeing.

This is an exceptional opportunity to manage and grow a portfolio of high-value, complex clients while helping to shape the growth of the firm's financial planning function in the Hertfordshire, Lincoln and Peterborough region. Role would be St Albans based but with lots of scope for hybrid/flexible working.

The Opportunity

• Develop and maintain a portfolio of new and existing clients.
• Deliver high-quality, personalised financial planning advice across pensions, investments, tax planning, and estate planning.
• Build and nurture a network of internal and external introducers.
• Collaborate closely with colleagues to deliver a seamless client experience across services.
• Identify new business opportunities and contribute to wider strategic growth goals.

Why Apply?

• Base salary up to £75,000, with flexibility depending on experience.
• Bi-annual salary reviews recognising contribution and performance.
• Excellent bonus structure and growth potential.
• Highly flexible hybrid working to support work-life balance.
• 28 days’ annual leave, including 3 days off at Christmas.
• Private Medical Insurance and access to Digicare+ and an Employee Assistance Programme.
• Support for CPD, professional memberships, and long-term career development.
• Be part of an inclusive, supportive culture where your voice matters.

What We’re Looking For

• Chartered Financial Planner (CII) or higher.
• CAS and SPS are essential.
• Proven experience in a similar advisory role, with a strong track record of managing complex client relationships and generating new business.
• Excellent communication, presentation, and problem-solving skills.
• Strong technical knowledge of financial planning products, funds, pensions, and markets.
• Organised, detail-oriented, and able to manage multiple priorities.

This is a truly rewarding opportunity for a qualified, client-focused Financial Planner looking to join a firm that values long-term relationships, professional excellence, and flexible working.