Chartered Financial Planner

Synchronicity Group

Posted a month ago, valid for 20 days

St. Albans, Hertfordshire AL3 6JZ, England

Full Time

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Sonic Summary

Our client is seeking a CII Chartered Financial Planner to manage and expand an existing client book in the regions of Hertfordshire, Bedfordshire, Northamptonshire, Cambridgeshire, and Lincolnshire.
The role is primarily based in the St Albans office, with travel required around the region and some short-term work in the Lincolnshire office.
Candidates should have experience advising high-net-worth and complex clients, and must hold current Competent Adviser Status.
The position offers a competitive salary, with regular salary reviews every six months and a performance-based bonus scheme.
Hybrid working options are available, and there is a clear path for career progression within the company.

Our client is seeking a CII Chartered Financial Planner to inherit and continue to grow and 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.

Requirements

- CII Chartered or very close to

- Experience advising HNW/Complex clients with current Competent Adviser Status.

- Strong sales record with proven experience of winning new business

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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