Financial Planner

Chilvester Financial; Chippenham; On-site; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Starting salary £45k-£55k

Annual performance bonus

Total earnings up to £90k

Early Friday finish

25 days annual leave + holidays

Office closure Christmas/New Year

Pension scheme

4x salary Death in Service

Health Cash Plan

Free car parking

Professional development support

Discounted financial planning for A&B

Team socials

Job summary

Chilvester Financial in Chippenham, Wiltshire, is seeking an experienced Financial Planner to take on an established portfolio and deliver comprehensive financial planning. You’ll work with paraplanners and support teams to maintain our high standards of client service.

The role offers a competitive starting salary (£45,000-£55,000) plus annual performance bonus, with total earnings potential up to £90,000 as you grow.

Qualifications

• Qualified in financial planning with Level 4 Diploma (or working toward Chartered).
• Experience delivering comprehensive financial planning and translating complex situations into plain English.
• Able to run meetings independently and collaborate with paraplanners.

Responsibilities

• Inherit an established client portfolio and deliver comprehensive financial planning.
• Provide cashflow modelling and high-quality advice to clients.
• Develop relationships with referral networks to grow the practice.

Skills

Comprehensive financial planning

Independent meeting facilitation

Collaborative team player

Education

Level 4 Diploma in Financial Planning

Job description

FINANCIAL PLANNER | Chippenham, Wiltshire

What if your next move wasn't about finding more clients, but finding the right place to look after them?

There are plenty of financial planning roles out there. Most will tell you about remuneration packages, benefits and the required qualifications.

We’ll get to the practical stuff shortly. But before that, we’d like to tell you a little aboutwhy this role exists and why we think it represents a genuinely exciting opportunity for the right person.

At Chilvester, we’re looking for an experienced planner who actually enjoys doing what financial planners are supposed to do. Building trusted relationships, helping people make informed decisions, providing thoughtful advice, and seeing the difference that good planning can make to someone’s life.

If that sounds like the kind of work you want to do, keep reading.

A bit about Chilvester and the role

We’re an established, independent firm based in Chippenham.

For many years we’ve helped clients navigate retirement, investing, tax planning, protection and intergenerational wealth planning. We’ve grown steadily since 1999 by doing good work, building strong relationships and looking after our clients properly.

Today we’re entering an exciting new chapter.

You’ll take immediate responsibility for an established portfolio of clientsand help us continue delivering the personal service and high quality advice that Chilvester is known for.

Your job is to inherit those relationships, deliver comprehensive financial planning and cashflow modelling, and help us look after the new clients who arrive through our existing referral network.

For the right person, there’s genuine scope to build a meaningful career here and play an important role in the firm's future.

You’ll be backed by:

• Experienced paraplanners and dedicated client service administrators who handle the technical and administrative work.
• A centrally governed investment proposition, giving you a robust framework to work within.

Success at Chilvester isn’t measured by sales targets, we measure it by the quality of the advice you provide, the trust you build and the difference you make to your clients’ lives.

What we’re looking for

Qualifications matter, but how you treat people matters more. We’re looking for someone who is:

• Level 4 Diploma in Financial Planning qualified as a minimum (with full support if you're working toward Chartered).
• Experienced in providing comprehensive financial planning, comfortable running meetings independently, and capable of translating complex financial situations into plain English.
• Collaborative, happy working alongside paraplanners and support colleagues as a team

Most importantly, we're looking for somebody who genuinely enjoys working with people and takes pride in giving good advice.

If you're looking for somewhere you can build meaningful client relationships, work with good people and play a role in the future of an established independent firm, we'd love to hear from you.

The practical details

If we expect you to look after our clients, we make sure we look after you:

• Starting salary: £45,000 - £55,000 plus annual performance bonus
• We believe in rewarding long-term contribution, excellent client outcomes and living our values. Total earnings can progress to £70,000 - £90,000 as you grow within the role.
• Early Friday finish at 2:00 PM
• 25 days annual leave + bank holidays
• Office closure between Christmas and New Year (downtime without eating your holiday allowance)
• Option to buy or sell additional holiday
• Workplace pension scheme and 4x salary Death in Service cover
• Health Cash Plan (optical, dental, and everyday healthcare) plus 24/7 GP access and an Employee Assistance Programme
• Free car parking (post-probation)
• Full financial support for qualifications and professional development
• Discounted financial planning for family and friends, plus regular team socials

Perhaps your next move isn't about finding another financial planning job, perhaps it's about finding the right place to build the rest of your career.