Chartered Financial Planner

Vernon Thomas Recruitment; Willenhall; Remote; GBP 60,000 - 80,000; Full time

Benefits offered by this job

Competitive salary

Performance bonus

Support to grow new business

Opportunity to onboard clients

Collaborative team

Career progression

Job summary

Vernon Thomas Recruitment is partnering with a respected North West financial planning firm to recruit an experienced Chartered Financial Planner. The role focuses on delivering holistic financial planning, building enduring client relationships, and growing a personal client bank, with full remote working flexibility.

Successful candidates will hold Chartered Financial Planner status, have at least one year of experience, and demonstrate strong relationship management and communication skills.

Qualifications

• Chartered Financial Planner status.
• At least one year of experience.
• Excellent relationship management and communication skills.
• Client-focused approach with emphasis on long-term planning.
• Motivation to grow client bank over time.
• Ability to work independently within a remote environment.

Responsibilities

• Deliver holistic financial planning advice tailored to client circumstances.
• Build and maintain long-term client relationships.
• Identify opportunities to develop new business and grow client bank.
• Collaborate with an experienced and supportive team.
• Maintain a high standard of client service and professional advice.
• Contribute to the growth and success of the business.

Skills

Relationship management

Communication skills

Independent working

Job description

Chartered Financial Planner – North West

Location: North West England

Working Arrangement: Remote Working

The Opportunity

Vernon Thomas is working with a well-established and growing financial planning firm in the North West that is looking to recruit an experienced Chartered Financial Planner.

This is an excellent opportunity for an ambitious Financial Planner who enjoys delivering high-quality, holistic financial advice and building long-term client relationships.

The firm offers a supportive and flexible working environment, providing advisers with the autonomy to manage and develop their client relationships while benefiting from an experienced wider team.

Importantly, there is no requirement to bring an existing client bank, although advisers with an established client following would be welcomed.

The Role

As a Chartered Financial Planner, you will be responsible for delivering comprehensive financial planning advice while developing and maintaining long-term relationships with clients.

Key responsibilities will include:

• Providing holistic financial planning advice tailored to individual client circumstances and objectives.
• Building and maintaining strong, long-term client relationships.
• Identifying opportunities to develop new business and grow your client bank.
• Working collaboratively with an experienced and supportive team.
• Delivering a consistently high standard of client service and professional advice.
• Contributing to the continued growth and success of the business.

About You

We are keen to speak with experienced Financial Planners who can demonstrate:

• Chartered Financial Planner status.
• At least one years experience
• Excellent relationship management and communication skills.
• A client-focused approach with an emphasis on long-term financial planning.
• The motivation to develop and grow their client bank over time.
• The ability to work independently within a remote working environment.

What's on Offer?

• Competitive basic salary of £60,000 – £80,000, depending on experience.
• Performance-related bonus opportunity.
• Full support to develop new business and onboard additional clients.
• Opportunity to introduce an existing client following, if applicable.
• An experienced, collaborative and highly supportive team.
• The opportunity to develop a substantial client bank over the long term.
• A growing, well-respected financial planning business offering genuine career progression opportunities.