Chartered Financial Planner

An award-winning Chartered Wealth Manager is seeking a highly skilled and motivated Chartered Financial Planner to join its dynamic team and help it continue delivering top-tier financial planning.

You will be servicing an existing client book.

Very competitive package including uncapped on-target earnings.

It is dedicated to empowering our clients' financial futures through expert advice, personalised strategies, and unwavering commitment to its success.

Chartered Financial Planner Key Responsibilities

Client Relationship Management: Build and maintain strong, long-term relationships with clients, ensuring trust and transparency in all interactions.

Financial Planning: Develop comprehensive, tailored financial plans for clients, covering investments, retirement, tax, estate planning, and insurance solutions.

Market Analysis: Stay informed about market trends, financial products, and legislative changes to provide clients with the most relevant and effective advice.

Compliance: Ensure all financial planning activities comply with regulatory requirements and ethical standards.

Business Development: Identify opportunities to grow our client base and expand our services, contributing to the overall growth of the company.

Chartered Financial Planner Requirements

• Chartered Financial Planner (CFP) designation is essential.
• A minimum of 5 years experience in financial planning, and wealth management with a proven track record of success.
• Exceptional communication, analytical, and problem-solving skills, with the ability to simplify complex financial concepts for clients.
• Deep understanding of financial products, investment strategies, tax laws, and retirement planning.
• A strong commitment to acting in the best interest of clients, with a proven track record of delivering outstanding service.

Chartered Financial Planner Benefits

• Competitive Salary: Reflective of your experience and expertise. Negotiable
• Continuous learning opportunities and support for further professional qualifications.
• Flexible working arrangements and a supportive work environment.
• Be part of a collaborative, forward-thinking team dedicated to excellence.

How to Apply

If you are a dedicated Chartered Financial Planner looking to make a meaningful impact in a client-focused environment, we would love to hear from you. Please submit your CV and a cover letter detailing your experience and why you are the perfect fit for this role.