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Chartered Financial Planner

  • Nottinghamshire, Nottingham, Nottingham, Nottinghamshire
  • Permanent
  • up to £70,000 plus company benefits and bonus

Job details.

Chartered Financial Planner – HNW Clients
Location: Hybrid (West Bridgford Office & Remote Working)
Salary: £50,000 - £70,000 + Benefits + Discretionary Bonus

Are you an experienced Chartered Financial Planner looking to take the next step in your career? We are recruiting on behalf of a well-established, highly respected financial planning firm that offers holistic, goal-based advice to high-net-worth (HNW) clients.

The Opportunity
This is a fantastic opportunity for a Chartered Financial Planner to inherit an existing book of HNW clients while also developing new relationships through networking, referrals, and incoming enquiries. You’ll be part of a collaborative team dedicated to delivering high-quality financial advice with a client-centric approach.

Key Responsibilities:

  • Manage and grow a portfolio of HNW clients, providing tailored financial planning solutions.
  • Engage with new clients through referrals, networking, and incoming enquiries.
  • Create comprehensive financial plans using cash flow forecasting tools.
  • Provide technical expertise in areas such as pensions, IHT planning, tax reliefs, offshore bonds, and trusts.
  • Collaborate with internal teams to ensure exceptional client service and outcomes.

About You:

  • Chartered Financial Planner with a minimum of 5 years' experience.
  • Strong technical knowledge across pensions, taxation, trusts, and holistic financial planning.
  • Proven ability to build lasting client relationships.
  • Experience advising on complex financial matters, including defined benefit pension transfers.
  • Familiarity with cash flow forecasting tools (ideally Voyant).

What’s on Offer?

  • Competitive salary (£50K-£70K) plus discretionary bonus and company benefits.
  • Hybrid working model with office days in West Bridgford (Tues-Thurs) and remote working options.
  • A warm, supportive culture with ongoing professional development.
  • A steady stream of organic client enquiries to help grow your book.

If you are an ambitious, client-focused financial planner ready to take on a rewarding role with a firm that values integrity, innovation, and growth, we’d love to hear from you.

Chartered Financial Planner – HNW Clients
Location: Hybrid (West Bridgford Office & Remote Working)
Salary: £50,000 - £70,000 + Benefits + Discretionary Bonus

Are you an experienced Chartered Financial Planner looking to take the next step in your career? We are recruiting on behalf of a well-established, highly respected financial planning firm that offers holistic, goal-based advice to high-net-worth (HNW) clients.

The Opportunity
This is a fantastic opportunity for a Chartered Financial Planner to inherit an existing book of HNW clients while also developing new relationships through networking, referrals, and incoming enquiries. You’ll be part of a collaborative team dedicated to delivering high-quality financial advice with a client-centric approach.

Key Responsibilities:

  • Manage and grow a portfolio of HNW clients, providing tailored financial planning solutions.
  • Engage with new clients through referrals, networking, and incoming enquiries.
  • Create comprehensive financial plans using cash flow forecasting tools.
  • Provide technical expertise in areas such as pensions, IHT planning, tax reliefs, offshore bonds, and trusts.
  • Collaborate with internal teams to ensure exceptional client service and outcomes.

About You:

  • Chartered Financial Planner with a minimum of 5 years' experience.
  • Strong technical knowledge across pensions, taxation, trusts, and holistic financial planning.
  • Proven ability to build lasting client relationships.
  • Experience advising on complex financial matters, including defined benefit pension transfers.
  • Familiarity with cash flow forecasting tools (ideally Voyant).

What’s on Offer?

  • Competitive salary (£50K-£70K) plus discretionary bonus and company benefits.
  • Hybrid working model with office days in West Bridgford (Tues-Thurs) and remote working options.
  • A warm, supportive culture with ongoing professional development.
  • A steady stream of organic client enquiries to help grow your book.

If you are an ambitious, client-focused financial planner ready to take on a rewarding role with a firm that values integrity, innovation, and growth, we’d love to hear from you.

Sector:

  1. Financial Services
  2. Financial Planning

David Everingham

Financial Services

Contact Us

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