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For Companies At a Glance
- Tasks: Provide independent financial advice and create tailored financial plans for clients.
- Company: Join a forward-thinking firm focused on holistic, unbiased financial guidance.
- Benefits: Enjoy flexible working, competitive earnings, and comprehensive support for your success.
- Why this job: Be part of a collaborative culture that values independence and client relationships.
- Qualifications: Chartered status or working towards it, with 5+ years in client-facing financial planning.
- Other info: Access cutting-edge tools and ongoing training to enhance your expertise.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
Job Title: Senior Independent Financial Planner / Chartered Financial Planner
Location: Harlow
Salary: Extremely Competitive Bonus Comprehensive Benefits Full Client Book
Job Type: Full-Time – Employed
Chartered / Senior Financial Planner Overview
A forward-thinking, client-centric financial planning firm dedicated to delivering truly independent, holistic financial advice. It empowers its clients to achieve financial freedom through tailored, unbiased guidance — free from product sales targets or legacy limitations.
Due to continued growth and client demand, it is looking for an experienced and ambitious Senior Independent Financial Planner to join our high-performing team. Preferably chartered.
Chartered / Senior Financial Planner
As a Senior Financial Planner, you'll work with a diverse portfolio of high-net-worth individuals, professionals, and business owners. You’ll have full autonomy to advise clients based on their best interests, with access to cutting-edge tools, administrative support, and a robust compliance framework.
Key Responsibilities:
- Deliver independent, whole-of-market financial advice to new and existing clients
- Build and manage long-term client relationships based on trust, transparency, and results
- Create comprehensive financial plans including retirement, investment, tax, and estate planning
- Stay ahead of industry trends and regulatory updates to ensure compliant and value-driven advice
- Collaborate with paraplanners, compliance, and support teams to deliver a seamless client experience
What They Are Looking For:
- Level 6 (Chartered) or working toward Chartered/Certified Financial Planner status
- Minimum 5 years of experience in financial planning, with proven success in a client-facing advisory role
- Independent and entrepreneurial mindset
- Strong interpersonal and communication skills
- Fully RDR-compliant with CAS status preferred
What’s On Offer:
- A highly flexible and autonomous working model
- Competitive earnings structure (employed)
- No product push – we support truly independent advice
- Ongoing training and CPD support
- Marketing, lead generation, and back-office support available as needed
- Collaborative and values-driven culture
Senior Independent Financial Planner employer: D&R Recruitment Limited
Contact Detail:
D&R Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Independent Financial Planner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend relevant events, webinars, or local meetups to connect with others who may have insights or leads on opportunities at firms like ours.
✨Tip Number 2
Stay updated on the latest trends and regulations in financial planning. This knowledge will not only enhance your expertise but also demonstrate your commitment to providing top-notch advice to potential clients.
✨Tip Number 3
Consider reaching out to current employees at StudySmarter or similar firms. They can provide valuable insights into the company culture and what it takes to succeed in a role like Senior Independent Financial Planner.
✨Tip Number 4
Prepare to discuss your client relationship management strategies during interviews. Highlight specific examples of how you've built trust and delivered results for high-net-worth clients in your previous roles.
We think you need these skills to ace Senior Independent Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning, particularly your work with high-net-worth individuals. Emphasise your Level 6 (Chartered) status or progress towards it, and showcase any relevant achievements that demonstrate your client-facing success.
Craft a Compelling Cover Letter: In your cover letter, express your passion for independent financial advice and how your values align with the company's mission. Mention specific examples of how you've built long-term client relationships and delivered comprehensive financial plans.
Showcase Industry Knowledge: Demonstrate your understanding of current industry trends and regulatory updates in your application. This shows that you are proactive and committed to providing compliant, value-driven advice to clients.
Highlight Collaboration Skills: Since the role involves working with paraplanners and compliance teams, mention any past experiences where you successfully collaborated with other professionals to enhance client service. This will illustrate your ability to contribute to a seamless client experience.
How to prepare for a job interview at D&R Recruitment Limited
✨Showcase Your Expertise
As a Senior Independent Financial Planner, it's crucial to demonstrate your extensive knowledge and experience in financial planning. Be prepared to discuss specific cases where you've successfully advised clients, highlighting your ability to create tailored financial plans.
✨Emphasise Client Relationships
This role focuses on building long-term client relationships. Share examples of how you've established trust and transparency with clients in the past, and explain your approach to maintaining these relationships over time.
✨Stay Current with Industry Trends
Make sure to discuss your commitment to staying updated on industry trends and regulatory changes. This shows that you are proactive and dedicated to providing compliant, value-driven advice to your clients.
✨Demonstrate Team Collaboration
Highlight your experience working collaboratively with paraplanners and compliance teams. Discuss how you ensure a seamless client experience through effective teamwork, as this is a key aspect of the role.
