Chartered Financial Planner

Job Title: Chartered Financial PlannerLocation: GloucesterSalary: £60 - £100k, with performance related structured quarterly bonus schemeJob Type: Full time, PermanentAbout Us:Progressive LLP is a genuinely independent firm of Chartered Financial Planners. We are committed to remaining independent and maintaining a partner-led approach, rather than becoming part of a larger corporate structure. The firm is now looking to expand its advisory team, with a clear opportunity for the right individual to develop into a senior role and potentially join the partnership.We are not tied to any product provider and are able to advise across the whole of the market. Our clients are individuals, families, business owners and professionals, many of whom have worked with Progressive for many years and have been introduced through existing clients or professional connections.Our advice combines strong technical knowledge with a personal and thoughtful approach. This includes retirement planning, investment planning, estate and inheritance tax planning, tax-efficient investment strategies and wider lifetime financial planning.The firm is adopting technology, including AI-supported tools, to improve efficiency and consistency in report writing and review processes. The successful candidate should be comfortable using technology, while maintaining technical accuracy, careful review and professional judgement.Progressive also has a distinctive investment approach, with a strong preference for ..... full job details .....