Hybrid Financial Planner - Chartered Status & Leadership Path

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

Benefits offered by this job

Profit share

Pension (8% employer)

Professional development (study leave,

33 days’ holiday

Private medical insurance

Income protection

Death in service (4x salary)

Hybrid working

Free parking

EV charging

Cycle to work

Job summary

Optimum Path Financial Planning, a Chartered and Accredited firm based in Leicestershire, is seeking a Financial Planner to service an established high-net-worth client base and support new business through referrals. The role offers a path to Chartered status and potential for share ownership.

You will be a warm, service-minded adviser ready to deliver holistic financial planning, with a competitive package including up to £100,000 basic salary, exceptional benefits, and hybrid working.

Qualifications

• Experience as a Financial Adviser or Associate Financial Planner/Paraplanner with extensive client facing experience.
• Experience with complex, high-net-worth clients.
• Diploma in Financial Planning (Dip PFS, Level 4) and Chartered status or plan to pursue.

Responsibilities

• Maintain and grow an established client portfolio.
• Generate new business via referrals and networking.
• Conduct client meetings delivering holistic financial planning.
• Collaborate with Paraplanning and Technical teams to prepare advice.

Skills

Financial planning experience

HNW client handling

Client relationship building

Tech-savvy

Education

Diploma in Financial Planning (Dip PFS, Level 4)

Chartered or pursuing Chartered

Job description

Optimum Path Financial Planning, a Chartered and Accredited firm based in Leicestershire, is seeking a Financial Planner to service an established high-net-worth client base and support new business through referrals. The role offers a path to Chartered status and potential for share ownership.

You will be a warm, service-minded adviser ready to deliver holistic financial planning, with a competitive package including up to £100,000 basic salary, exceptional benefits, and hybrid working.