Financial Planner - Path to Chartered Status & Leadership

CV Elite Limited; Rearsby; Hybrid; GBP 90,000 - 110,000; Full time

Job summary

Optimum Path Financial Planning, a Chartered and Accredited firm based in Leicestershire, seeks a Financial Planner to service an established client base and attract new business. You will deliver holistic, independent financial planning and support client goals for growth and retirement planning.

The role offers a clear Chartered progression, a pathway to Senior Leadership/Directorship, and potential share ownership, with a flexible hybrid working pattern and a strong benefits package.

Qualifications

• Qualified Financial Adviser or Associate Financial Planner/Paraplanner with extensive client-facing experience.
• Experience working with complex, High Net Worth clients.
• Diploma in Financial Planning and pursuit of Chartered status with support provided.

Responsibilities

• Serve and grow an established client portfolio with a holistic approach.
• Generate new business through referrals and networking.
• Lead client meetings, delivering personalised financial planning services.
• Prepare life planning, cashflow forecasting, investments, pensions and estate planning.
• Collaborate with Paraplanning and Technical teams to ensure accurate advice.
• Ensure regulatory and compliance standards are met and promote best practices.

Skills

Client relationship mgmt

HNW client experience

Holistic financial planning

Business development

Education

Diploma in Financial Planning (Dip PFS, Level 4)

Tools

Voyant

Job description

Optimum Path Financial Planning, a Chartered and Accredited firm based in Leicestershire, seeks a Financial Planner to service an established client base and attract new business. You will deliver holistic, independent financial planning and support client goals for growth and retirement planning.

The role offers a clear Chartered progression, a pathway to Senior Leadership/Directorship, and potential share ownership, with a flexible hybrid working pattern and a strong benefits package.