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 7585 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 modelling software to create clear, actionable financial plans (we currently use Truth). Lead as the Senior Planner within the firm, contributing to strategic direction and mentoring where appropriate. Candidate Profile: Chartered Financial Planner status is essential. Demonstrates gravitas, confidence, and emotional intelligence in client interactions. Highly proficient in cash flow planning and client revie...