Chartered Financial Planner

Only the first 25 applicants will be considered. This role offers AI‐powered support and exclusive features.

Base pay range
Salary is based on experience and skills. Contact the recruiter for details.

Package

Competitive salary, paraplanning, client portfolio management, bonus and share options.

The company

A leading regional Chartered IFA practice.

Role

Presenting the proposition to clients and onboarding new business.

Identifying and actively developing clients in the region.

Working with professional introducers, both established and nascent.

Reviewing client portfolios and positions as required, providing holistic lifestyle‐planning advice.

Collaborating with the paraplanning and administration team.

Co‐operating with external DFMs where necessary.

Attending client meetings as required.

The candidate

Diploma Level 4 or higher, ideally working towards Chartered status.

Experience with HNW and UHNW clients.

Proven ability to develop and maintain client relationships.

Next steps

Contact via email below for confidential discussion and review of the opportunity and process.

Seniority level
Not Applicable

Employment type
Full‐time

Job function
Finance and Sales

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