Chartered Financial Planner

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

Job summary

A well-established accountancy firm in the UK seeks a Chartered Financial Planner to deliver tailored financial advice and support clients. The role involves building relationships, generating new business, and ensuring compliance with regulations. Candidates should have experience in financial services, be Chartered Financial Planners, and possess strong relationship management skills. The position offers a competitive salary and benefits, with opportunities for professional development.

Benefits

Annual salary review

25 days annual leave plus bank holidays

Pension scheme

Cycle to work scheme

Private medical insurance

Charity giving schemes

Commission schemes

Qualifications

• Previous experience in financial planning roles is essential.
• Chartered Financial Planner status is required.
• Competent Adviser status is mandatory.
• 5+ years of experience in financial services is needed.
• Experience in IFA practice is desirable.

Responsibilities

• Provide professional financial planning advice to clients.
• Build and maintain relationships to generate business.
• Complete fact finds while ensuring compliance.
• Prepare suitability reports explaining recommendations.
• Support clients with ongoing reviews and paperwork.

Skills

Financial planning advice

Client relationship management

Compliance with regulations

Researching financial options

Report writing

Education

Level 6 CII Advanced Diploma in Financial Planning

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

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