Switch Recruitment

We are pleased to be working with a leading professional services and chartered financial planning firm which, due to continued expansion, currently required a Level 6 / Chartered Financial Planner / Independent Financial Advisor to join their team an provide expert financial advice to their high-value and complex client relationships.

Responsibilities:

• Maintaining and developing an existing portfolio of clients providing high quality advice

• Using cash-flow modelling tools to deliver visual and clear financial strategies

• Offering holistic financial planning across wealth management, family protection, tax and retirement planning and property finance.

Experience:

• Candidates need to be a Chartered Financial Planner / Level 6 or close to achieving.

• You will have proven experience of providing independent holistic financial planning.

• Excellent presentation, verbal and written communication skills are essential.

• Extensive technical knowledge of the financial planning process as well as using cash-flow modelling tools.

In return, candidates can expect to receive a competitive basic salary, bonus and benefits including generous annual leave, PMI, enhanced pension etc. This role can be either fully remote (subject to attending client appointments) or on an office / hybrid basis should the candidate prefer.