Chartered Financial Planner

Our client is seeking a CII Chartered Financial Planner to inherit and continue to grow and existing book of clients based around Hertfordshire, Bedfordshire, Northamptonshire, Cambridgeshire and Lincolnshire. This role will be based predominantly from the St Albans office and require travel around the region with some time spent in the short term in the Lincolnshire office.

Whist there are clients to inherit and you will need to develop an internal and external network of introducer's to help grow this further. You will be focusing on high-value and complex relationships, developing solutions for complex financial planning needs.

Requirements

- CII Chartered or very close to

- Experience advising HNW/Complex clients with current Competent Adviser Status.

- Strong sales record with proven experience of winning new business

Hybrid working is available with the majority of office time spend in St Albans and travel around the region. A plethora of benefits are on offer including a competitive bonus scheme, as well as salary reviews every 6 months and a clear progression path.