Our client is seeking a Chartered Financial Planner to take on a senior role within our close-knit and client-focused team. This opportunity has arisen due to the planned departure of a seasoned planner and represents a chance to inherit a well-established client bank of approximately 75–85 clients, representing circa £400k in annual recurring revenue.
Key Responsibilities:
· Manage and nurture an existing client bank, building strong relationships swiftly and effectively.
· Conduct impactful client review meetings and deliver tailored financial planning advice.
· Utilise cash flow modelling software to create clear, actionable financial plans (we currently use Truth).
· Lead as the Senior Planner within the firm, contributing to strategic direction and mentoring where appropriate.
Candidate Profile:
· Chartered Financial Planner status is essential.
· Demonstrates gravitas, confidence, and emotional intelligence in client interactions.
· Highly proficient in cash flow planning and client review processes.
· A collaborative team player who thrives in a supportive and capable environment.
This is a rare opportunity for a high-calibre planner to join a growing firm with a strong reputation and a genuine commitment to excellence.