Hybrid Chartered Financial Planner - Independent, Client-Focused

Zohorecruit; Nottingham; Hybrid; GBP 65,000 - 80,000; Full time

Benefits offered by this job

Bonus scheme

Hybrid working

Pension

Life insurance

Online GP access

Generous holidays

Job summary

Nottingham-based financial planning practice is seeking a Chartered Financial Planner or equivalent with at least five years’ advice experience in an independent firm. The role offers hybrid working with remote Mondays and Fridays and in-office 2–3 days per week.

The package includes a salary range of £65,000–£80,000 plus a bonus scheme, pension, life insurance, and comprehensive training. You’ll manage a client portfolio from day one while benefiting from strong admin and paraplanner support.

Qualifications

• At least five years’ advice experience in an independent firm.
• Chartered Financial Planner status or equivalent preferred.
• Hybrid role with flexibility in hours.

Responsibilities

• Provide holistic financial planning and independent advice to clients.
• Manage and grow a client portfolio, approx. 50 households.
• Collaborate with paraplanners and administration to focus on client meetings.

Skills

Client advisory

Holistic planning

Paraplanner support

Education

Chartered Financial Planner

CII/PFS qualification

Job description

Nottingham-based financial planning practice is seeking a Chartered Financial Planner or equivalent with at least five years’ advice experience in an independent firm. The role offers hybrid working with remote Mondays and Fridays and in-office 2–3 days per week.

The package includes a salary range of £65,000–£80,000 plus a bonus scheme, pension, life insurance, and comprehensive training. You’ll manage a client portfolio from day one while benefiting from strong admin and paraplanner support.