Financial Planner

mbf.; St Albans; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial planning firm in the UK is seeking a Chartered Financial Planner to join their team. This role involves managing and developing high-value client relationships and delivering personalized financial planning solutions. The ideal candidate will possess strong client relationship management and business development skills. This position offers flexibility in location, allowing for home working or from regional offices, along with opportunities for professional development and growth.

Qualifications

• High level of expertise in financial planning, especially in complex situations.
• Ability to manage high-value client relationships effectively.
• Strong business development skills to identify new opportunities.

Responsibilities

• Manage and develop a portfolio of high-value client relationships.
• Deliver personalized financial planning solutions.
• Anticipate and respond effectively to client needs.
• Identify and generate new business opportunities.

Skills

Chartered Financial Planner (CII)

Client relationship management

Business development

Financial planning solutions

Job description

An exceptional opportunity has arisen for a Chartered Financial Planner (CII) to join a highly respected, fast-growing team of Independent Financial Planners. This firm is proud of its Chartered status, ethical approach, and commitment to delivering holistic financial planning through strong client relationships and industry-leading technical expertise.

You’ll be joining a collaborative, values-driven environment where professional development, quality advice, and client outcomes sit at the heart of the business.

The Role

This position focuses on providing high-quality, comprehensive financial planning to a well-established and expanding client base, with an emphasis on complex and high-value relationships. You will manage existing accounts while developing new business opportunities through strong internal and external networks.

While the role requires regular client travel within Lincolnshire and Peterborough, you may be based at home or from regional office locations depending on your preference.

Key Responsibilities

• Manage and develop a portfolio of high-value and complex client relationships
• Deliver personalised, technically robust financial planning solutions
• Anticipate and respond to client needs, ensuring expectations are exceeded
• Identify and generate new business opportunities across service lines

Drive profitable growth through cl...