Chartered Financial Planner - Professional Connections

ZipRecruiter; London; Hybrid; GBP 50,000 - 80,000; Full time

Job summary

A leading advisory and accountancy firm is looking for a Chartered Financial Planner to manage high-value clients in Essex. This hybrid role offers a competitive salary, benefits, and a focus on personal and professional growth. Ideal candidates will have expertise in pensions, investments, and tax planning.

Benefits

25 days holiday + 3 extra days at Christmas

Private medical

Wellbeing support

Flexible hours

Qualifications

• Proven track record in financial planning and business development.
• Up-to-date technical knowledge and regulatory awareness.
• Chartered Financial Planner with CAS and SPS.

Responsibilities

• Provide expert financial advice across pensions, investments, and tax planning.
• Manage and grow a portfolio of HNW clients.
• Meet revenue targets through client retention and new business.

Skills

Communication

Relationship-building

Technical knowledge

Regulatory awareness

Education

Chartered Financial Planner (CII)

CAS and SPS

Job description

Job Description

Chartered Financial Planner – Essex | £Highly Competitive + Benefits | Hybrid

Our client, a leading advisory and accountancy firm, is seeking aChartered Financial Plannerto join their growing team in the Essex region.

In this client-facing role, you’ll manage a portfolio of high-value clients, delivering tailored financial planning solutions while identifying new business opportunities. You’ll be supported by a strong internal network and a collaborative team environment.

Key Responsibilities:

• Provide expert financial advice across pensions, investments, and tax planning.
• Manage and grow a portfolio of HNW clients.
• Build relationships with internal teams and external introducers.
• Meet revenue targets through client retention and new business.

What We’re Looking For:

• Chartered Financial Planner (CII) with CAS and SPS.
• Proven track record in financial planning and business development.
• Strong communication and relationship-building skills.
• Up-to-date technical knowledge and regulatory awareness.

What’s on Offer:

• Competitive salary with biannual reviews
• 25 days holiday + 3 extra days at Christmas
• Hybrid working & flexible hours
• Private medical, wellbeing support & more

Join a firm that values people, purpose, and professional growth.

??Apply nowto take the next step in your financial planning career!