At a Glance
- Tasks: Deliver holistic financial advice using innovative tech tools and streamlined workflows.
- Company: Join a forward-thinking, tech-driven financial planning practice in the UK.
- Benefits: Enjoy remote/hybrid work options, competitive salary, and professional development opportunities.
- Other info: Collaborative environment with excellent career growth potential.
- Why this job: Make a real impact on clients' financial futures with cutting-edge technology.
- Qualifications: Chartered Financial Planner status and a passion for technology in finance.
The predicted salary is between 49500 - 60500 £ per year.
Cadence Financial Planning Limited is seeking a forward-thinking Chartered Financial Planner to join our technology-led practice in the UK.
You will deliver holistic, independent advice to families and individuals, supported by cutting-edge planning tools and streamlined workflows.
You'll use cashflow modeling, dashboards, and e-signature-enabled processes to create scalable value for clients.
Working in a cloud-based environment, you’ll collaborate with paraplanners and operations to ensure
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Tech-Driven Chartered Financial Planner | Remote/Hybrid 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
