At a Glance
- Tasks: Provide independent financial advice using cutting-edge technology and tools.
- Company: Progressive, tech-led financial planning firm with a client-centric approach.
- Benefits: Competitive salary, performance bonuses, flexible working, and full study support.
- Other info: Dynamic environment with opportunities for professional growth and development.
- Why this job: Join a modern firm that values innovation and client relationships.
- Qualifications: Chartered Financial Planner status and 3 years of regulated advice experience.
The predicted salary is between 49500 - 60500 £ per year.
Chartered Financial Planner
We are seeking a forward-thinking and client-centric Chartered Financial Planner to join our progressive and technology-led financial planning firm.
Location
United Kingdom (flexible/remote/hybrid, as applicable)
Salary
Competitive, dependent on experience
Reporting to
Keith Hare, Director
Hours
30 hours / 4 day work week - exact days / times to be agreed
About The Role
We are seeking a forward-thinking and client-centric Chartered Financial Planner to join our progressive and technology-led financial planning firm.
This is an exciting opportunity for a highly motivated professional to deliver truly holistic, independent advice - supported by cutting-edge tools and processes designed to eliminate inefficiencies, improve compliance, and enhance client experience.
As part of a firm that embraces digital innovation, you'll work within a streamlined, cloud-based infrastructure with best-in-class planning, reporting, and CRM tools.
The successful candidate will be excited by the opportunity to leverage technology to deliver scalable, personal, and value-driven advice - not just to wealthy individuals, but to families who want to build and preserve wealth for generations.
Key Responsibilities
- Provide comprehensive, independent financial advice across pensions, investments, protection, estate planning, and tax optimisation.
- Use advanced cashflow modeling and financial planning software to help clients visualise their financial futures and make informed decisions.
- Deliver advice through a digitally enabled, paperless client journey, including video consultations, electronic document sharing/signatures, and dynamic financial dashboards.
- Collaborate closely with paraplanners and operations staff via integrated workflow tools to ensure efficient, compliant delivery of advice.
- Maintain deep and lasting relationships with clients, supported by regular reviews and proactive updates, delivered efficiently using automated touchpoints and reporting tools.
- Ensure full adherence to FCA regulations and internal compliance standards, using technology to enhance audit trails and reduce manual intervention.
- Contribute to the ongoing evolution of the firm's digital advice proposition by testing, adopting, and feeding back on new tools and systems.
Qualifications And Experience
- Chartered Financial Planner status (via CII or equivalent).
- FCA-authorised and holding a valid Statement of Professional Standing (SPS).
- Minimum 3 years' experience delivering regulated financial advice.
- A demonstrable track record of using technology to improve client service and operational efficiency.
- Experience with platforms, investment solutions, and discretionary fund management providers.
- Familiarity with cashflow planning software and CRM systems (e. g. Salesforce, Intelligent Office, or similar).
- Strong grasp of UK tax and estate planning frameworks.
- Key Competencies
- Passionate about harnessing technology to deliver better client outcomes and eliminate unnecessary admin.
- Naturally curious, proactive, and adaptable to change in a fast-evolving digital advice environment.
- Exceptional interpersonal and communication skills, with the ability to make complex financial concepts easy to understand.
- High personal integrity and a commitment to putting the client first.
- Organised, detail-oriented, and committed to continuous professional development.
Benefits
- Competitive base salary with performance-linked bonus.
- Employer pension contributions and private medical insurance.
- Access to the latest planning and CRM software, including training and support.
- Full study support and CPD funding.
- Flexible/hybrid working supported by digital infrastructure.
- A modern culture focused on transparency, collaboration, and innovation.
- Access to company share scheme on successful completion of 2 years' continuous service.
- Recognised by our clients
At Cadence, delivering exceptional service is at the heart of what we do.
Our clients' feedback speaks for itself - highlighting the care and expertise we bring to every financial plan.
You can explore their verified reviews on Vouched For and see why we consistently make a positive difference for the people we work with.
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Chartered Financial Planner in Leeds employer: Cadence Financial Planning Limited
At Cadence, we pride ourselves on being an exceptional employer that prioritises the well-being and professional growth of our Financial Planners. With a unique 4-day working week, a supportive remote-first culture, and a commitment to making our advisers shareholders, we offer a rewarding environment where technology enhances your work-life balance and client satisfaction is genuinely valued. Join us in a collaborative setting that fosters innovation and allows you to focus on delivering meaningful financial planning without the burden of legacy systems.
Contact Details:
Cadence Financial Planning Limited Recruitment Team
