Chartered Financial Planner - Professional Connections

Chartered Financial Planner – Essex | £Highly Competitive + Benefits | Hybrid

Our client, a leading advisory and accountancy firm, is seeking a Chartered Financial Planner to join their growing team in the Essex region.

In this client-facing role, you’ll manage a portfolio of high-value clients, delivering tailored financial planning solutions while identifying new business opportunities. You’ll be supported by a strong internal network and a collaborative team environment.

Key Responsibilities:

• Provide expert financial advice across pensions, investments, and tax planning.
• Manage and grow a portfolio of HNW clients.
• Build relationships with internal teams and external introducers.
• Meet revenue targets through client retention and new business.

What We’re Looking For:

• Chartered Financial Planner (CII) with CAS and SPS.
• Proven track record in financial planning and business development.
• Strong communication and relationship-building skills.
• Up-to-date technical knowledge and regulatory awareness.

What’s on Offer:

• Competitive salary with biannual reviews
• 25 days holiday + 3 extra days at Christmas
• Hybrid working & flexible hours
• Private medical, wellbeing support & more

Join a firm that values people, purpose, and professional growth.

?? Apply now to take the next step in your financial planning career!