We are pleased to be working with a leading professional services and chartered financial planning firm which, due to continued expansion, currently required a Level 6 / Chartered Financial Planner / Independent Financial Advisor to join their team an provide expert financial advice to their high-value and complex client relationships.
Responsibilities:
- Maintaining and developing an existing portfolio of clients providing high quality advice
- Using cash-flow modelling tools to deliver visual and clear financial strategies
- Offering holistic financial planning across wealth management, family protection, tax and retirement planning and property finance.
Experience:
- Candidates need to be a Chartered Financial Planner / Level 6 or close to achieving.
- You will have proven experience of providing independent holistic financial planning.
- Excellent presentation, verbal and written communication skills are essential.
- Extensive technical knowledge of the financial planning process as well as using cash-flow modelling tools.
In return, candidates can expect to receive a competitive basic salary, bonus and benefits including generous annual leave, PMI, enhanced pension etc. This role can be either fully remote (subject to attending client appointments) or on an office / hybrid basis should the candidate prefer.