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Chartered Financial Planner
Job Posted: 9 days ago
Salary: £ 80,000 - 100,000 / Annum
Job Type: Permanent
Location: Egham
Expire in: 19 days
Job Description
We are excited to partner with an award-winning independent financial advisory firm that is actively seeking to grow its advice team! Our client has established an excellent reputation in the industry and takes pride in delivering tailored advice and wealth planning expertise to clients throughout the UK.
If you are an experienced Financial Planner looking for your next step in your career, we would love to hear from you!
What you'll be doing:
Providing advice to a book of existing HNW/UHNW clients based across the area via phone call, online meetings and in person meetings
Working closely with the clients, provide advice across a wide range of cases such as Pensions, Investments, Retirement Planning etc.
Liaising with the Paraplanning & Administration teams to provide positive client outcomes
Adhering to FCA requirements and Compliance Policies
What you need to apply:
Chartered as a minimum
10 + Years Financial Advice experience with knowledge in Retirement Planning, Investments, Pensions
The ability to form positive relationships with clients
What's in it for you?
A basic salary of up to £100,000 dependent on experience and qualifications
Bonus scheme
Flexible working structure with working from home and flexitime offered
Social opportunities throughout the year
Exam funding and support
Progression opportunities into different areas of the business, depending on which way you see your career heading!
Generous annual leave allowance
What next?
Hit apply or contact Dan directly!
(email address removed) (Just .co!)Before You Apply
Do not include the following in your job application, CV, or cover letter:
- Bank details.
- National Insurance number.
- Date of birth.
You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.
Looking for your next career move? Join a top company hiring Chartered Financial Planner job near me in Egham! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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