Chartered Financial Planner

Chartered Financial Planner


  • Permanent
  • Salary: £50000 - £70000 per annum + Bonus + Benefits
  • Ref: FS882712

Will your feet fit?

When a founding partner steps back it takes someone good to step in. Someone with the experience to take over clients with £30m AUM. Someone with the talent to become a partner within the firm. Someone, like you.

You will get a sizeable, high calibre client base to work with. A client base that provides ongoing opportunity for writing new business. A client base where you can gain referrals.

You’ll be part of a brand with a clear mission. Where if the clients don’t understand something, you’ve failed. A technology focused, goals-based financial planning business. It has its own app and an online simplified advice proposition. So whilst a typical client is HNW you can work with a variety of people.

You’ll still work with the founding partner and another client facing adviser. You’ll be part of a small firm that is at the top of their game. And once you have proven your worth you will not just get a good package. You’ll get the chance to get a stake in a business with £100m AUM in place already.

You have to be a Chartered Financial Planner. You will need to have an excellent track record. And you will be able to develop new business as well as service existing clients. You are taking over someone’s baby after all.

So if you can fill some big shoes click apply. Send us a CV or contact details and we will be in touch.

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