Remote Chartered Financial Planner - Wealth & Retirement

Bond Recruitment; Knutsford; Remote; GBP 40,000 - 50,000; Full time

Job summary

Bond Recruitment is supporting a wealth management client seeking an Independent Financial Adviser/Financial Planner to join a growing team. The role is remote, with the head office based in Knutsford, Cheshire, offering a flexible environment and strong support for ongoing professional learning.

The successful candidate will provide comprehensive financial planning services across a diverse client base, aided by the firm’s training support and a collaborative culture.

Qualifications

• Qualified Adviser with Chartered status and solid financial services track record.
• Strong relationship management and client service orientation.
• Proactive, ambitious, and committed to long-term career in wealth management.
• Willingness to learn with training costs covered by the company.

Responsibilities

• Investment and portfolio construction
• Cashflow planning and modelling
• Pension and retirement planning
• Inheritance tax and estate planning
• Business investment and protection
• Capital protection
• Life planning and goal setting
• Carry out ongoing investment reviews and progress toward goals
• Support relationships with legal, tax, probate and accountancy partners

Skills

Relationship management

Portfolio construction

Financial planning

Education

Chartered Financial Planner

Job description

Bond Recruitment is supporting a wealth management client seeking an Independent Financial Adviser/Financial Planner to join a growing team. The role is remote, with the head office based in Knutsford, Cheshire, offering a flexible environment and strong support for ongoing professional learning.

The successful candidate will provide comprehensive financial planning services across a diverse client base, aided by the firm’s training support and a collaborative culture.