Cadence Financial Planning Limited
Chartered Financial Planner
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Chartered Financial Planner
22 Jan 2026
We are seeking a forward-thinking and client-centric Chartered Financial Planner to join our progressive and technology-led financial planning firm.
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.
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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.
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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.
Recognised by our clients
At Cadence, delivering exceptional service is at the heart of what we do. Our clients’ feedback speaks for itself – highlighting the care and expertise we bring to every financial plan.
You can explore their verified reviews on VouchedFor and see why we consistently make a positive difference for the people we work with.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
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