To Top

Chartered Financial Planner – Thames Valley (hybrid working)

Key Job Features

Job Type: Permanent
Reference: 829
Location: Thames Valley
Other: + Bonus + Benefits

Details

Our client, one of the UK’s leading, multi-office, Financial Planning firms, is seeking a high calibre Chartered Financial Planner (or close to attaining) to join their team and provide comprehensive, holistic financial planning service to an existing portfolio of HNW clients.

You will inherit an existing, sizeable client bank from the Regional Director, responsible for supporting new and existing clients with complex needs. This includes assisting clients in navigating tapered annual allowance, carry-forward, IHT mitigation and tax advantage investments, where required.  

Full paraplanning, administration and marketing support is provided.

To succeed in this role, you will need to will need to be a successful networker, with a strong track record of collaborating with professional introducers and be comfortable advising on complex and specialist matters. The company has an inclusive culture, and it vital that the individual is a team-player and committed to quality financial planning advice.

If you are driven, ambitious, take pride in the quality of your advice and are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk  or call Tim Terrell (01761 252 538) or John Anderson (01761 252 537) for an initial discussion.

£75,000 Basic + Bonus (£100,000 expected earnings for year 1) + Benefits

Apply for this Job

Captcha

“We always ensure that our candidates are adequately briefed and kept informed at all times” Paul Harper

Candidate Services

Executive Search enables many companies to recruit staff without ever having to advertise appointments and inform their competitors of changes or developments within their organisation. Are you looking for an outstanding opportunity to further your skills in the financial services sector? Registering as a candidate with Paul Harper Search gives you the opportunity to be considered for roles you will never see advertised.

Top Level Roles

Our consultancy supports companies across the financial services sector to find top level executive and director level people to help them develop their business. If you are a high level executive looking for new challenges and opportunities Paul Harper Search is the obvious consultancy to register with.

We will also only contact you if your profile matches that of our client's role. You won't need to monitor the recruitment pages as you will only be contacted about roles which our highly skilled recruitment professionals have identified as matching your skills, experiences and aspirations.

If you have never registered with an executive search firm before, please look around the site to learn more about the process of executive search for both clients and candidates. Paul Harper Search is one of the most highly respected executive search firms within the financial services sector. If you are looking for an outstanding opportunity in financial services we recruit for roles across the UK.

Register Now