Chartered Financial Planner

Chartered Financial Planner

Bath | Hybrid

£70,000 + Starting Package + Existing Client Bank

An exciting opportunity has arisen for an experienced Chartered Financial Planner to join a growing and forward-thinking Chartered Financial Planning business.

Following continued growth and a number of successful acquisitions, the business is investing heavily in expanding its advice team and is looking for a Chartered Planner who is passionate about delivering high-quality financial advice and building long-term client relationships.

The Opportunity

This is an excellent opportunity for a Chartered Financial Planner to join an established advice business with the benefit of an existing client bank, dedicated support and a clear long-term career path.

You'll inherit and develop existing client relationships while also having the opportunity to grow your own portfolio through referrals and new opportunities. The focus is on delivering excellent client outcomes and building trusted, long-term relationships rather than short-term sales.

What We're Looking For

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• Chartered Financial Planner status (essential)
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• Proven experience providing holistic financial planning advice
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• Strong relationship management skills
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• Ability to build trust and maintain long-term client relationships
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• A client-focused approach with excellent communication skills
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• Someone looking for a long-term opportunity within an established business
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What's on Offer

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• £70,000+ starting package depending on experience
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• Existing client bank provided
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• Full administrative support
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• Dedicated Paraplanning support
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• Hybrid working options
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• Long-term earning potential through inherited and self-generated business
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• Genuine career progression within a growing Financial Planning group
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• Supportive and collaborative culture focused on professional development
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If you're a Chartered Financial Planner looking for an opportunity where you can focus on delivering great advice, develop existing relationships and be part of a growing business, we'd love to hear from you.