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Chartered Financial Planner
Job Posted: 8 hours ago
Salary: £ 65,000 - 100,000 / Annum
Job Type: Permanent
Location: Exeter
Expire in: a month
Job Description
An exciting opportunity has arisen for a Chartered Financial Plannerto join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a Chartered Financial Planner, you will deliver tailored financial advice, support existing clients, and develop new business through internal and external networks.
This full-time, permanent role offers a salary range of £65,000 - £100,000for 36.25 hours work week plus flexible & hybrid working options and benefits.
You will be responsible for:
Providing professional, client-focused financial planning advice to new and existing clients.
Building relationships and generating business through introducers and internal referral networks.
Engaging with clients to understand objectives and agreeing project fees.
Completing fact finds and ensuring compliance with “know your customer” requirements.
Researching existing arrangements and evaluating alternative solutions to meet client goals.
Preparing suitability reports and explaining recommendations in clear, practical language.
Supporting clients with paperwork, applications, and ongoing reviews.
Contributing to business targets and the wider success of the financial planning team
What we are looking for:
Previous experience as a Senior Financial Planner, Financial Planner, Senior Financial Adviser, Financial Adviser, Senior Financial Advisor, Finance Advisor, Financial Advisor, Financial Planning Consultant, Finance Planner, Wealth Advisor, Independent Financial Adviser, Independent Financial Advisor, Investment Adviser, Investment Advisor or in a similar role.
Chartered Financial Planner status and Level 6 CII Advanced Diploma in Financial Planning.
Competent Adviser status.
At least 5 years of financial services experience with proven ability to prepare suitability reports.
SOLLA accreditation and experience in IFA practice would be desirable.
Familiarity with FE Analytics and Intelligent Office would be beneficial.
What’s on offer:
Annual salary review
25 days plus bank holidays
Pension scheme
Cycle to work scheme
Private medical insurance
Charity giving schemes
Commission schemes and staff incentives
Opportunities for professional development and career progression
Apply now for this great Corporate Finance Planner opportunity to join a respected payroll services organisation and develop your career.
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