Skip to main content
Post your CV and find your next job on Indeed!

Chartered Financial Analyst jobs

Sort by: -
    • Create and deliver tailored financial plans aligned to client goals and risk profiles.
    • Provide holistic financial planning and regulated advice across pensions,…
    • Maintain and update financial systems, assisting in their development.
    • Ability to explain technical financial information clearly to non-finance people.
    • Extensive knowledge and experience of financial modelling, ideally gained through at least three years prior experience as an equity research analyst on the…
    • Strong analytical and financial modeling skills, including structured‑finance cash‑flow and scenario analysis.
    • Proficiency in Excel, Bloomberg, and Intex.
    • Ability to build and maintain detailed financial models.
    • Knowledge of financial markets, financial markets function and the impact of economic figures and…
    • Assessing client needs and recommending suitable financial solutions.
    • Strong experience in financial planning and client relationship management.
    • Expert led webinars on mental, physical and financial wellbeing.
    • Designing and delivering training to the wider business to improve financial understanding and…
    • Support the monthly preparation of consolidated financial statements.
    • Ensure quality and integrity of financial and accounting data via sanity checks and…
    • Strong financial modelling and analytical capability, with high attention to detail.
    • Confident communicator, able to articulate financial insight clearly to…
    • Perform financial modelling and scenario analysis to assess potential business opportunities and risks.
    • Lead initiatives to improve financial processes and…
    • Build strong relationships across departments and influence stakeholders to embed financial discipline and commercial awareness throughout the business.
    • With oversight of project accounting and fixed assets, you’ll ensure accurate reporting, strong financial control, and clear guidance on key accounting…
    • You possess strong excel and financial modelling skills.
    • We are looking for a commercially minded Finance Analyst, to support an accelerated sales and margin…
  • View similar jobs with this employer
    • Professional qualification in financial analysis (i.e. CFA), risk management (i.e. FRM, ERP, or PRM), business, or operations research is also desirable.
    • Designing and delivering holistic financial plans.
    • Believe in holistic financial planning rather than product-led advice..
    • 28 days holiday plus bank holidays.

People also searched:

banking
business analyst
data
data analyst
finance
financial advisor
financial analyst
financial controller
full time
graduate

Job Post Details

Chartered Financial Planner - job post

Grove Talent Solutions
High Wycombe•Hybrid work
£65,000 - £85,000 a year - Permanent, Full-time

Job details

Pay

  • £65,000 - £85,000 a year

Job type

  • Permanent
  • Full-time

Location

High Wycombe•Hybrid work

Benefits

Pulled from the full job description

  • Sick pay
  • Life insurance
  • Free parking
  • Company pension
  • Private medical insurance
  • Work from home

Full job description

Chartered Financial Planner

Stokenchurch / High Wycombe (Hybrid)

£65,000 – £85,000 + Bonus

An established and Independent wealth management firm is seeking an experienced and technical Chartered Financial Planner to join its professional advisory team.

This is an excellent opportunity to work within a client-focused business that places long-term relationships, high-quality advice, and professional standards at the heart of everything it does.

The Role

The successful candidate will work closely with an established team of financial planners, providing holistic financial planning advice tailored to individual circumstances and long-term objectives.

There is a unique opportunity here to take on existing book of clients to work with and build upon, alongside the firm continuing to generate lots of new enquiries through referrals and their brand.

The ideal person would work with the clients on offer and look to develop these relationships and this book further over time. There is an experienced paraplanning and admin team to support you with the back office side of things.

Key Duties

  • Provide holistic financial planning and regulated advice across pensions, investments, protection and IHT
  • Conduct detailed fact-finding, cashflow planning and suitability assessments
  • Create and deliver tailored financial plans aligned to client goals and risk profiles
  • Maintain long-term client relationships through regular reviews and proactive communication
  • Ensure advice meets regulatory standards and internal quality requirements
  • Collaborate with paraplanners to produce accurate research and suitability reports
  • Stay up to date with legislation, market changes and best practice

About You

  • Ideally Level 6 Chartered, or Level 4 Diploma in Regulated Financial Planning and significant progress made towards Chartered Status.
  • Proven experience advising clients and managing long-term relationships
  • A track record of developing relationships.
  • Strong technical knowledge
  • Collaborative, ethical and client-focused approach

Benefits

  • Hybrid Working
  • Uncapped bonus scheme
  • Excellent Holiday Allowance
  • Life cover
  • Private medical insurance
  • CII Exam Support

Pay: £65,000.00-£85,000.00 per year

Benefits:

  • Company pension
  • Free parking
  • Life insurance
  • Private medical insurance
  • Sick pay
  • Work from home

Work Location: Hybrid remote in High Wycombe

Let Employers Find YouUpload Your Resume