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Chartered Financial Planner jobs

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    • Create and deliver tailored financial plans aligned to client goals and risk profiles.
    • Provide holistic financial planning and regulated advice across pensions,…
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    • Strategic engagement including with members of the High-Level Group in Planning, Heads of Planning Scotland, chairs, CEOs and other senior members of key…
    • Proven experience delivering regulated holistic financial advice.
    • Delivering holistic, regulated financial planning advice to clients affected by life-changing…
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    • Deliver engaging financial education workshops and workplace seminars.
    • Deliver holistic financial planning, not purely product-led advice.
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    • As a Director, you will oversee and manage a dedicated client base with diverse financial planning needs, ensuring tailored solutions and exceptional service.
    • Designing and delivering holistic financial plans.
    • Believe in holistic financial planning rather than product-led advice..
    • 28 days holiday plus bank holidays.
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    • Deliver financial plans and advice: in accordance with Progeny’s regulatory standards and rules, you will communicate financial plans and advice cohesively,…
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    • Deliver financial plans and advice: in accordance with Progeny’s regulatory standards and rules, you will communicate financial plans and advice cohesively,…
    • Enhance advisory outcomes and solutions through oversight of range of financial planning cases.
    • Demonstrate excellent knowledge and strong interest in the…
    • Acting as a technical support contact for the financial planner and client queries.
    • Previous paraplanning experience with financial advice.
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    • Experience delivering holistic financial planning advice.
    • The business promotes a true financial planning approach, placing client outcomes at the heart of…
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    • Protection and financial security planning.
    • We are keen to speak with experienced advisers who have built a strong reputation within financial planning, with a…
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    • Protection and financial security planning.
    • We are keen to speak with experienced advisers who have built a strong reputation within financial planning, with a…
    • Hands-on experience as a financial adviser or financial planner.
    • Qualifications in financial advice or financial planning.
    • Bachelor's degree or equivalent.
  • View similar jobs with this employer
    • Protection and financial security planning.
    • We are keen to speak with experienced advisers who have built a strong reputation within financial planning, with a…

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

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