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Chartered Financial Planner

salary Salary :

£65,000 - 80,000 yearly

Job Description - Chartered Financial Planner

Our client is an award winning and very well-respected financial
planning firm with offices in Nottingham.
 They have been named one of Professional
Adviser’s Best Financial Advisers to Work For five years running (2022–2026), and
are regularly judged a Top 100 Financial Planning firm.

They are recruiting for a Chartered Financial Planner
(CII/PFS) or equivalent on a hybrid basis, ideally with at least five years’
advice experience in an independent firm. However, we will consider
applications for candidates close to that status. It’s ideally a full-time
position but we’ll happily consider part time.

Salary range expected to be £65,000 - £80,000. There is have
a bonus scheme on top of this which boosts ongoing salary rather than one-off
payments.  

What makes the role appealing:

  • Real
    support.
    Full backing from experienced paraplanners and an excellent
    administration team, so you can spend your time with clients rather than
    on paperwork.

  • Proper
    financial planning.
    Goals-based, holistic, independent advice - with
    the time to do it well.

  • Development
    paid for.
    All professional qualifications, courses, exams and CPD
    costs covered, plus comprehensive training and mentoring.

  • Flexibility
    that works.
    Hybrid working: remote Mondays and Fridays, with 2-3 days
    in the office, and a
    true focus on work-life balance.

  • Solid
    benefits.
    Competitive salary, pension, life insurance, online GP access
    and generous holidays with the option to buy more.

  • A
    culture built on growth, kindness and collaboration.
    Fresh ideas,
    better processes and new technology are welcomed here, not resisted.

  • Client
    portfolio.
    This role comes with a client portfolio of around 50 households
    so you’re ready to go from day 1 and build it up from there.

For more information on this role please contact Jon Minns [email protected]

 



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