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:
- Financial Services
- Financial Planning
