At a Glance
- Tasks: Provide top-notch financial planning and service to existing clients.
- Company: Modern chartered financial planning firm with a down-to-earth culture.
- Benefits: Strong support team, genuine progression, and potential for leadership opportunities.
- Other info: No new business targets; focus on delivering exceptional client care.
- Why this job: Join a growing firm and make a real difference in clients' lives without sales pressure.
- Qualifications: Chartered financial planner with experience in client servicing.
The predicted salary is between 60000 - 80000 £ per year.
We are working closely with a chartered financial planning firm during a period of sustained growth.
This is a lifestyle planning business with a refreshing, modern approach.
Every client receives goals-based, cash flow led advice, and the culture is genuinely down to earth.
There are no egos and no old school sales tactics here.
The firm holds chartered status, is certified to recognised quality and ISO standards, and runs on a clear, accountable operating model.
It is well run, financially strong and growing steadily.
The lead planner is at capacity and needs an experienced chartered planner to take on a meaningful share of an established client bank.
This is a servicing role, not a sales seat.
There is no new business target and no requirement to hunt for clients.
Your focus is to look after existing clients brilliantly and spot the holistic planning opportunities that naturally sit within that book.
It is a rare chance to step into a warm, well-serviced client bank with the backing of a strong support team, genuine progression, and a route towards leadership and equity for the right person.
Key Responsibilities Take ownership of a portion of the existing client bank and service it to a high standard Deliver lifestyle, goals-based financial planning with cash flow modelling at the centre Carry out annual reviews and ongoing advice across pensions, invest...
