Vacancy Detail

Financial Planner

Our client is an award winning business advisory, accountancy and financial planning name with an enviable track record.

Due to an increase in client demand within the wealth advisory team, they now seek to hire a Chartered Independent Financial Planner, reflecting their own Chartered status and high standards for regulated, expert advice.

As a Chartered Financial Planner, you will develop, maintain a portfolio of existing and new clients by providing high quality advice across pensions, investments and protection needs.

This stand out opportunity will see you primarily serve clients in the Lincolnshire and Peterborough area, travel to these areas is essential for successful on-going client relationships.

Key Responsibilities

• Manage clients financial needs with complex financial planning advice
• Anticipate and respond to client needs promptly and flexibly to exceed expectations.
• Provide up-to-date and extensive technical financial planning advice.
• Maintain and develop strong relationships with new and existing clients.
• Build effective internal and external relationships to deliver efficient services and manage client expectations.
• Identify and develop new advisory opportunities
• Follow internal policies, procedures and regulations, putting clients at the heart of the business and addressing any shortcomings promptly.

Skills, Knowledge & Expertise

• Ideally Chartered Financial Planner Status, or one or two exams away
• Maintain annual Statement of Professional Standing (SPS)
• Hold Competent Adviser Status (CAS)
• Evidence of Continuing Professional Development (CPD) to maintain and enhance knowledge and skills.

Experience

• Proven experience in a similar advisory role.
• Strong, evidenced track record, capable of managing and developing business from new and existing clients, including complex and high-value relationships.
• Service oriented with outstanding customer service skills, able to translate client needs into engagements and maintain a strong client network.
• Excellent verbal and written communication and presentation skills at all levels.
• Ability to articulate and agree on appropriate fees with clients, ensuring they understand charges.
• Strong organisational skills, able to meet tight deadlines and manage multiple tasks.
• Ability to work under pressure, solve problems and develop solutions.
• High accuracy and attention to detail in all work, including documentation standards.
• Positive approach to dealing with change.

Technical Skills & Knowledge

• Extensive, up-to-date technical knowledge of the financial planning process, including products, funds, pensions, markets and regulatory standards.
• Keep abreast of key industry developments, market changes and regulations.
• Proficient in Microsoft Office (Excel, Word, PowerPoint) and relevant internal systems/databases.
• Ensure fair treatment of customers, adhering to the principles of Consumer Duty.
• Awareness of regulatory requirements for 'advised' and 'non-advised' sales, with the necessary standards and knowledge for advising and making recommendations.

Why should you join?

• Salary: Up to £80k dependent on experience
• Generous Annual Leave: 28 days holiday plus bank holidays
• Flexible Working: Committed to a positive work-life balance, offering a hybrid working policy that prioritises your well-being and flexibility.
• Private Medical Insurance
• Comprehensive Wellbeing Support
• Professional Qualification Support: Invest in your growth and development.

The business offers genuine career opportunities and their reputation is second to none.

Our client is an award winning, multi-disciplinary advisory, tax and audit name with national and global presence.

Please apply to us here at Recruit Wealth for an immediate response

Location: Peterborough, Cambridgeshire | Salary: £70000 - £80000 per year | Job type: Permanent | Posted: 03/12/2025