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Senior Chartered Financial Planner – Financial Planning arm of leading EB firm

Key Job Features

Job Type: Permanent
Reference: TS/893932
Location: Central Belt, Scotland or London
Other: To £90,000 Basic + Profit Share + Bonus + Benefits


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.

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

This is an opportunity to be part of something big from the beginning and play a key role in helping build a market leading financial planning proposition.

If you are interested in finding out more, please email your CV to or call 01761 252 538 and ask for Tim Terrell.

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