Chartered Financial Planner
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Job Summary
Our client is an award winning and very well-respected financial planning firm with offices in Nottingham. They have been named one of Professional Advisers Best Financial Advisers to Work For five years running () 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. Its ideally a full-time position but well happily consider part time.
Salary range expected to be 65000 - 80000. 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 youre ready to go from day 1 and build it up from there.
For more information on this role please contact Jon Minns
Required Skills:
About you You will be an ambitious and focused individual with a passion for financial services and you will view this as a long-term career. Professionally you will have a record of achievement that you are proud of and that demonstrates your commitment to providing high-quality advice and service to clients. You will have exceptional relationship management skills and you will be a technically strong Chartered qualified Adviser.
