Enable job alerts via email!

Chartered Financial Planner

mbf

St Albans

Hybrid

GBP 60,000 - 75,000

Full time

Yesterday

Be an early applicant

Boost your interview chances

Create a job specific, tailored resume for higher success rate.

Job summary

A forward-thinking professional services firm seeks a Chartered Financial Planner to manage a portfolio of complex clients in St Albans. This role offers a dynamic environment with hybrid working options and a commitment to employee development. The ideal candidate will have proven experience and strong technical knowledge in financial planning.

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 managing complex client relationships.
Strong technical knowledge of financial planning products.

Responsibilities

Develop and maintain a portfolio of new and existing clients.
Deliver high-quality, personalised financial planning advice.

Skills

Communication

Problem Solving

Presentation

Education

Chartered Financial Planner (CII)

CAS

SPS

Tools

Financial Planning Products

Funds

Pensions

3 days ago Be among the first 25 applicants

This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

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.

Seniority level

Seniority level
Mid-Senior level

Employment type

Employment type
Full-time

Job function

Job function
Finance

Referrals increase your chances of interviewing at mbf by 2x

Get notified about new Financial Planner jobs in St Albans, England, United Kingdom.

London, England, United Kingdom 6 days ago

London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 1 week ago

London, England, United Kingdom 2 days ago