Chartered Financial Planner

Chartered Financial PlannerStokenchurch / High Wycombe(Hybrid) £65,000 - £85,000 + BonusAn 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 RoleThe 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 DutiesProvide holistic financial planning and regulated advice across pensions, investments, protection and IHTConduct detailed fact-finding, cashflow planning and suitability assessmentsCreate and deliver tailored financial plans aligned to client goals and risk profilesMaintain long-term client relationships through regular reviews and proactive communicationEnsure advice meets regulatory standards and internal ..... full job details .....