Chartered Financial Planner

Our client is seeking a Chartered Financial Planner to take on a senior role within our close-knit and client-focused team. This opportunity has arisen due to the planned departure of a seasoned planner and represents a chance to inherit a well-established client bank of approximately 75–85 clients, representing circa £400k in annual recurring revenue.

Key Responsibilities:

·         Manage and nurture an existing client bank, building strong relationships swiftly and effectively.

·         Conduct impactful client review meetings and deliver tailored financial planning advice.

·         Utilise cash flow model...