An exceptional opportunity has arisen for a Chartered Financial Planner (CII) to join a highly respected, fast-growing team of Independent Financial Planners. This firm is proud of its Chartered status, ethical approach, and commitment to delivering holistic financial planning through strong client relationships and industry-leading technical expertise.
You’ll be joining a collaborative, values-driven environment where professional development, quality advice, and client outcomes sit at the heart of the business.
The Role
This position focuses on providing high-quality, comprehensive financial planning to a well-established and expanding client base, with an emphasis on complex and high-value relationships. You will manage existing accounts while developing new business opportunities through strong internal and external networks.
While the role requires regular client travel within Lincolnshire and Peterborough, you may be based at home or from regional office locations depending on your preference.
Key Responsibilities
*Manage and develop a portfolio of high-value and complex client relationships
*Deliver personalised, technically robust financial planning solutions
*Anticipate and respond to client needs, ensuring expectations are exceeded
*Identify and generate new business opportunities across service lines
*Drive profitable growth through client retention and business development
*Prepare detailed fact finds, reports, presentations, and technical documentation with support from an experienced client services team
*Maintain full compliance with regulatory standards and Consumer Duty
*Keep up to date with market trends, product knowledge, and regulatory changes
About You
To be successful in this role, you will need:
Essential Qualifications:
*Chartered Financial Planner status (CII)
*Competent Adviser Status (CAS)
*Current Statement of Professional Standing (SPS)
*Strong evidence of Continuing Professional Development (CPD)
Experience & Skills:
*Proven success in a similar financial planning role
*Strong track record in managing and developing new and existing clients
*Excellent communication skills with the ability to build long-term, trusted relationships
*Commercially astute, confident in discussing and agreeing fees
*Highly organised, adaptable, and able to manage multiple priorities
*Strong attention to detail and excellent documentation standards
*Ability to solve problems, develop solutions, and operate confidently under pressure
What’s on Offer
*Salary up to £75,000, with flexibility for exceptional candidates
*Transparent development pathways, with promotion opportunities twice yearly
*25 days’ holiday plus 3 additional days over Christmas
*Hybrid working and a flexible, supportive culture
*Private Medical Insurance
*Comprehensive wellbeing offering, including digital health tools and employee assistance support
*Professional subscriptions funded
*Inclusive, diverse working environment that values personal and professional growth
If you’re a dedicated Chartered Financial Planner looking for a role with genuine autonomy, high-quality clients, and progressive career potential, we’d love to hear from you.