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A leading financial services firm in the United Kingdom is seeking a CII Chartered Financial Planner to manage and expand an existing portfolio of clients. This hybrid role primarily based in St Albans involves developing complex financial solutions and a strong external network. Candidates with a strong sales background and experience with high-net-worth clients are encouraged to apply, as the position offers a competitive bonus scheme and clear progression opportunities.
Our client is seeking a CII Chartered Financial Planner to inherit and continue to grow an existing book of clients based around Hertfordshire, Bedfordshire, Northamptonshire, Cambridgeshire and Lincolnshire. This role will be based predominantly from the St Albans office and require travel around the region with some time spent in the short term in the Lincolnshire office.
Whist there are clients to inherit and you will need to develop an internal and external network of introducer's to help grow this further. You will be focusing on high-value and complex relationships, developing solutions for complex financial planning needs.
Hybrid working is available with the majority of office time spend in St Albans and travel around the region. A plethora of benefits are on offer including a competitive bonus scheme, as well as salary reviews every 6 months and a clear progression path.
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