Chartered Financial Planner - Remote-First, 4-Day Week, Equity Path

Cadence Financial Planning Limited; United Kingdom; Remote; GBP 65,000 - 95,000; Full time

Benefits offered by this job

4-day week at full pay

Quarterly bonus

Equity potential over time

Study support to chartered

Job summary

Cadence Financial Planning Limited is a technology-led lifestyle financial planning firm seeking an experienced adviser to lead a client portfolio. You are chartered or near it, with at least three years in regulated advice, and you are comfortable with technology that supports planning and client service.

You will receive a strong base from day one, a bespoke first-year plan, and support with business development while respecting current obligations.

Qualifications

• At least three years of regulated financial advice experience.
• Chartered status or close to it.
• Comfortable using technology to enhance planning and client service.

Responsibilities

• Manage a portfolio of clients as the main adviser.
• Deliver full lifestyle planning including trusts and inheritance tax.
• Collaborate with a technical team and utilise the client portal.
• Support business development while integrating with regulatory requirements.

Skills

Client relationship management

Financial planning

Tech-savvy

Education

Chartered status or close to it

Tools

In-house suitability engine

Client portal

Job description

Cadence Financial Planning Limited is a technology-led lifestyle financial planning firm seeking an experienced adviser to lead a client portfolio. You are chartered or near it, with at least three years in regulated advice, and you are comfortable with technology that supports planning and client service.

You will receive a strong base from day one, a bespoke first-year plan, and support with business development while respecting current obligations.