Job Title: Chartered Financial Planner

Location: Hybrid (3 days in the office, 2 days at home)

Salary: Up to £75,000 base + bonus

Company Overview:

Our client is a leading B Corp company committed to providing exceptional financial planning services. Their focus is on sustainability and social responsibility, ensuring clients receive the best advice while making a positive impact.

Role Overview:

They are seeking a skilled Chartered Financial Planner to join their dynamic team. In this role, you will have a client book available to service from day one, allowing you to make an immediate impact. You will work closely with clients to develop tailored financial strategies that align with their goals.

Key Responsibilities:

Manage and service an existing client book, providing high-quality financial planning and advice.

Develop and implement comprehensive financial plans tailored to clients' needs.

Maintain up-to-date knowledge of financial markets, products, and regulations.

Collaborate with other team members to ensure a holistic approach to client services.

Build and maintain strong relationships with clients, ensuring their financial objectives are met.

Requirements:

Must hold a Chartered Financial Planner designation or be in the process of sitting for the Chartered exams.

Proven experience in financial planning, with a strong understanding of investment strategies and financial products.

Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.

A proactive approach to problem-solving and a commitment to delivering exceptional service.

Benefits:

Competitive salary with performance-based bonuses.

Flexible hybrid working model.

Opportunities for professional development and continuing education.

Join a purpose-driven company that values sustainability and ethical practices.

If you are a dedicated financial planner looking to make a difference and grow within a supportive environment, we invite you to apply for this exciting opportunity.

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.

Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability, or religious belief.