Chartered Financial Planner
The OpportunityWe are supporting a leading Chartered Financial Planning and Professional Services firm with the appointment of an experienced Chartered Financial Planner.Working alongside an established team of advisers, you will inherit a diverse portfolio of High-Net-Worth and Ultra-High-Net-Worth clients, providing an excellent platform to build long-term relationships and deliver high-quality financial planning solutions. The business places a strong emphasis on client outcomes, technical excellence and personalised advice rather than high-volume sales.You will be responsible for managing and developing your client portfolio, providing holistic financial planning advice and delivering intelligent, creative solutions to complex client needs. The successful candidate will be supported by a highly experienced paraplanning, administration and compliance team, allowing them to focus on delivering exceptional client service.This role offers the opportunity to further develop your expertise through:Inheriting an established portfolio of clients.Working with a broad range of complex planning cases.Mentoring junior advisers and supporting their professional development.Building your personal profile through networking, marketing and professional activities.Collaborating with specialists across complementary professional services disciplines.LocationThis role offers a flexible, home-based working arrangement, combined with travel for client meetings and occasional office ..... full job details .....
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