Chartered Financial Planner

Synchronicity Group

Posted 19 days ago, valid for 5 days

Cheltenham, Gloucestershire GL544NB, England

Full Time

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Sonic Summary

Synchronicity Financial Services is seeking a Chartered Financial Planner for a wealth management company.
The role involves providing financial planning support to clients in the Bristol and Cheltenham offices, requiring time spent in both locations.
Candidates should have at least 4 years of experience advising high-net-worth individuals and be ideally Chartered through CII, CISI, or LIBF.
The position offers a basic salary of up to £80k, along with a bonus scheme and excellent benefits.
You will work in a supportive team environment with Paraplanners and Administrators, and occasional travel to London for team meetings will be reimbursed.

Synchronicity Financial Services are working with a wealth management company who are looking for a Chartered Financial Planner to join them. This hire will provide financial planning support to existing clients attributed to the Bristol and Cheltenham offices and so time spent in each location will be required. Typically you will spend an average of 3 days a week in an office, with 2 days working from home.

With a focus on retirement and estate planning, you will be Chartered (ideally CII but CISI and LIBF also considered) with at least 4 years experience advising HNW individuals.

You will be supported by Paraplanners and Administrators and work with a small team of financial planners who look after other offices across the UK. Occasional team meetings will occur in London and travel will be paid for.

Our client is offering a basic salary of up to £80k plus a bonus scheme and excellent benefits.

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