Job Description

We are partnering with a new entrant to the retail financial planning arena, backed by a leading pensions and investment consultancy that has ambitions to become a leader in the profession within the short-medium term.

It is launching its division in early-mid 2021 due to its increasing demand from corporate clients for an individual financial planning service and to do its part in bridging the advice gap. It has a 10 year ambition to create a business with significant scale.

Our client is seeking a dynamic, client-centric and entrepreneurial Chartered Financial Planner to help shape the direction of the company and build the business from the outset. You will benefit from extensive client generation support from in-house sources as well as opportunities to progress within the business.

Required Knowledge, Skills, and Abilities

You will need to be able to demonstrate leadership capabilities, playing a key role in up skilling team members, whilst preferably possessing experience within the corporate market.