Job Description
Job Title: Chartered Financial Planner / Manager
Location: Remote - Need to be able to get to Newbury or Croydon
Contract: Full-time, Permanent
The Opportunity
I’m working with a highly respected and growing financial planning firm that is looking to appoint an ambitious Chartered Financial Planner / Manager.
This is a rare opportunity for an experienced adviser who wants to combine their technical expertise with leadership. You’ll not only deliver high-quality advice to clients but also manage and develop a team of 8 Financial Planners, helping to shape the future direction of the business.
What’s Involved
* Delivering expert, holistic financial advice across investments, pensions, protection, tax planning, and estate planning.
* Leading, mentoring, and supporting a team of 8 Financial Planners to ensure performance, development, and compliance standards are consistently achieved.
* Acting as a technical and strategic sounding board for your team, while continuing to grow your own client relationships.
* Working closely with senior management to support business growth and enhance client outcomes.
* Ensuring all activity is carried out in line with FCA regulations and company policy.
What You’ll Need
* Chartered Financial Planner status (CII or equivalent).
* A proven track record as a successful Financial Adviser.
* Previous leadership, mentoring, or management experience.
* Strong technical knowledge across pensions, investments, and tax planning.
* Excellent people skills with the ability to inspire and motivate a team.
What’s On Offer
* Competitive salary with bonus potential.
* Comprehensive benefits package, including pension and ongoing professional development.
* A genuine leadership role with clear progression opportunities.
* The chance to make a real impact—balancing client advice with team leadership.
If you’re a Chartered Financial Planner looking for the next step in your career, combining advice with management, please apply today via Reed or get in touch for a confidential discussion.