Financial Adviser - Staffordshire - To £100k

£80,000 - £100,000 yearly
  • Recruit UK
  • Hybrid (Staffordshire, UK)
  • 26/06/2024
Full time Financial Adviser / IFA Financial Planner Wealth Manager

Job Description

Job Title: Chartered Financial Planner

 Financial Services


 Up to £100,000

Job Reference: 

Job Description:

Recruit UK are recruiting for Chartered Financial Planner (and pensions specialist) to join a boutique and successful financial planning practice in Staffordshire.

This is an excellent opportunity for an experienced Chartered Financial Planner to be a lead client relationship manager for a bank of clients, alongside supporting Partners in the firm with their UHNW client bank.

An element of the role will involve supporting the business development within the business, alongside client servicing and client management.

This is not a typical IFA book of clients and will provide someone with excellent growth and development, for those seeking it.

What’s on offer?

  • Salaries Up to £100,000 (dependent on skill-set and qualifications)
  • Flexible home and office working (opportunity to only travel to office minimum once a week dependent on location)
  • Client bank to inherit and service
  • Generous holiday, with option to purchase more
  • Pension contribution
  • Opportunity to work in successful and quality over quantity focused financial planning practice

Skills and experience required:

  • Chartered Financial Planner level (CII Level 6 qualification)
  • Qualified pension specialist (either AF7 or Pension Transfer Advice qualification)
  • Previous experience in supporting high level pension clients

• Please quote Financial Planning Today and Job Ref when applying •