About Our Client
Our client is an established financial planning and advisory firm focused on helping individuals and families make confident, informed financial decisions.
With a client-first approach, the business combines expert advice with personalised financial planning across pensions, investments, protection, mortgages and succession planning. The firm places a strong emphasis on clarity, integrity and building long-term relationships with its clients.
Their culture is centred around delivering high-quality advice and creating positive, long-term outcomes for clients, while providing a collaborative environment where employees can continue to develop professionally.
About the Role
Our client is seeking an experienced and client-focused Certified Financial Planner (CFP®) to join their growing team.
The role will focus primarily on managing and developing relationships with an established portfolio of clients, ensuring they continue to receive high-quality, tailored financial advice.
The successful candidate will work closely with clients through regular reviews and ongoing engagement, helping them adapt their financial plans as their circumstances, priorities and long-term objectives evolve.
This is an opportunity for an experienced financial planner to build deep, long-term client relationships while delivering meaningful outcomes through proactive advice, comprehensive financial planning and a consistently high standard of service.
Key Responsibilities
- Manage relationships with an existing portfolio of clients, ensuring a high-quality and consistent client experience.
- Assess and analyse clients’ financial circumstances, needs and long-term objectives.
- Develop tailored financial plans and provide expert advice across appropriate financial solutions.
- Provide specialist knowledge across key areas of financial planning to support and enhance clients’ overall financial wellbeing.
- Maintain and strengthen client relationships through regular communication, annual reviews and ongoing engagement.
- Work collaboratively with Client Services Executives and Paraplanners to deliver an efficient and seamless client journey.
- Proactively identify opportunities to improve client outcomes and support the continued growth of the business.
- Ensure all client information, advice and documentation is accurate, complete and maintained in line with regulatory and compliance requirements.
Skills and Experience
- Certified Financial Planner (CFP®) qualification is essential.
- Strong knowledge of investments, pensions, protection and savings products.
- Proven experience building and maintaining trusted, professional client relationships.
- Strong communication and interpersonal skills, with the ability to explain complex financial information clearly and confidently.
- A results-focused approach with the ability to contribute towards individual and team objectives.
- Strong collaborative skills and experience working effectively with client services, paraplanning and wider support teams.
- Experience using financial planning tools such as Voyant and online application systems would be an advantage.
Package and Benefits
Our client offers an attractive remuneration and benefits package, including:
- Competitive salary and bonus structure.
- Highly flexible hybrid working model, with four days working from home and one day in the office.
- 25 days’ annual leave.
- Employer pension contributions of up to 10%.
- Income Protection.
- Death in Service benefit.
- Ongoing professional development opportunities.
