An exceptional opportunity has arisen for a Chartered Financial Planner (CII) to join a highly respected, fast-growing team of Independent Financial Planners. This firm is proud of its Chartered status, ethical approach, and commitment to delivering holistic financial planning through strong client relationships and industry-leading technical expertise.

You’ll be joining a collaborative, values-driven environment where professional development, quality advice, and client outcomes sit at the heart of the business.

The Role

This position focuses on providing high-quality, comprehensive financial planning to a well-established and expanding client base, with an emphasis on complex and high-value relationships. You will manage existing accounts while developing new business opportunities through strong internal and external networks.

While the role requires regular client travel within Lincolnshire and Peterborough, you may be based at home or from regional office locations depending on your preference.

Key Responsibilities

Manage and develop a portfolio of high-value and complex client relationships
Deliver personalised, technically robust financial planning solutions
Anticipate and respond to client needs, ensuring expectations are exceeded
Identify and generate new business opportunities across service lines
Drive profitable growth through client retention and business development
Prepare detailed fact finds, reports, presentations, and technical documentation with support from an experienced client services team
Maintain full compliance with regulatory standards and Consumer Duty
Keep up to date with market trends, product knowledge, and regulatory changes

About You

To be successful in this role, you will need:

Essential Qualifications:

Chartered Financial Planner status (CII) or close to
Competent Adviser Status (CAS)
Current Statement of Professional Standing (SPS)
Strong evidence of Continuing Professional Development (CPD)

Experience & Skills:

Proven success in a similar financial planning role
Strong track record in managing and developing new and existing clients
Excellent communication skills with the ability to build long-term, trusted relationships
Commercially astute, confident in discussing and agreeing fees
Highly organised, adaptable, and able to manage multiple priorities
Strong attention to detail and excellent documentation standards
Ability to solve problems, develop solutions, and operate confidently under pressure

What’s on Offer

Salary up to £75,000, with flexibility for exceptional candidates
Transparent development pathways, with promotion opportunities twice yearly
25 days’ holiday plus 3 additional days over Christmas
Hybrid working and a flexible, supportive culture
Private Medical Insurance
Comprehensive wellbeing offering, including digital health tools and employee assistance support
Professional subscriptions funded
Inclusive, diverse working environment that values personal and professional growth

If you're a dedicated Chartered Financial Planner looking for a role with genuine autonomy, high-quality clients, and progressive career potential, we’d love to hear from you.

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