Chartered Financial Planner

Location: United Kingdom (flexible/remote/hybrid, as applicable)

Salary: Competitive, dependent on experience

Reporting to: Keith Hare, Director

Hours: 30 hours / 4 day work week – exact days / times to be agreed

About the Role

We are seeking a forward-thinking and client-centric Chartered Financial Planner to join our progressive and technology-led financial planning firm. This is an exciting opportunity for a highly motivated professional to deliver truly holistic, independent advice — supported by cutting-edge tools and processes designed to eliminate inefficiencies, improve compliance, and enhance client experience.

As part of a firm that embraces digital innovation, you’ll work within a streamlined, cloud-based infrastructure with best-in-class planning, reporting, and CRM tools. The successful candidate will be excited by the opportunity to leverage technology to deliver scalable, personal, and value-driven advice — not just to wealthy individuals, but to families who want to build and preserve wealth for generations.

Key Responsibilities

• Provide comprehensive, independent financial advice across pensions, investments, protection, estate planning, and tax optimisation.
• Use advanced cashflow modelling and financial planning software to help clients visualise their financial futures and make informed decisions.
• Deliver advice through a digitally enabled, paperless client journey, including video consultations, electronic document sharing/signatures, and dynamic financial dashboards.
• Collaborate closely with paraplanners and operations staff via integrated workflow tools to ensure efficient, compliant delivery of advice.
• Maintain deep and lasting relationships with clients, supported by regular reviews and proactive updates, delivered efficiently using automated touchpoints and reporting tools.
• Ensure full adherence to FCA regulations and internal compliance standards, using technology to enhance audit trails and reduce manual intervention.
• Contribute to the ongoing evolution of the firm’s digital advice proposition by testing, adopting, and feeding back on new tools and systems.

Qualifications and Experience

• Chartered Financial Planner status (via CII or equivalent).
• FCA-authorised and holding a valid Statement of Professional Standing (SPS).
• Minimum 3 years’ experience delivering regulated financial advice.
• A demonstrable track record of using technology to improve client service and operational efficiency.
• Experience with platforms, investment solutions, and discretionary fund management providers.
• Familiarity with cashflow planning software and CRM systems (e.g. Salesforce, Intelligent Office, or similar).
• Strong grasp of UK tax and estate planning frameworks.

Key Competencies

• Passionate about harnessing technology to deliver better client outcomes and eliminate unnecessary admin.
• Naturally curious, proactive, and adaptable to change in a fast-evolving digital advice environment.
• Exceptional interpersonal and communication skills, with the ability to make complex financial concepts easy to understand.
• High personal integrity and a commitment to putting the client first.
• Organised, detail-oriented, and committed to continuous professional development.

Benefits

• Competitive base salary with performance-linked bonus.
• Employer pension contributions and private medical insurance.
• Access to the latest planning and CRM software, including training and support.
• Full study support and CPD funding.
• Flexible/hybrid working supported by digital infrastructure.
• A modern culture focused on transparency, collaboration, and innovation.
• Access to company share scheme on successful completion of 2 years’ continuous service