Hays
Chartered Financial Planner
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Your new company
Due to continued growth, an excellent opportunity has arisen within a highly reputable firm of IFAs for a Financial Planner. A very high level of support is provided in terms of good clients to work with, a strong flow of leads and new business opportunities, no requirement to bring clients.
Your new role
Providing independent advice across the full range of financial planning tailored to clients' needs, ensuring very high standards of service continue to be delivered. Advisers have a great deal of flexibility and autonomy. Administration and paraplanning support provided.
What you'll need to succeed
- Proven experience as a Financial Planner / IFA, ideally Chartered
- Excellent client relationship skills
- A passion for providing clients with true financial planning in their best interests
- Proven experience of writing good levels of new business in addition to delivering high levels of service to existing clients
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
What you'll get in return
- Employed role offering a higher-than-average basic salary plus benefits
- This is an excellent opportunity for a driven and ethical adviser seeking a long-term move with a very well-run business, ensuring the highest standards of client advice needs are met
What you need to do now
- If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now
- If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Desired Skills and Experience
- IFA
- Financial Planner
- Chartered Financial Planner
- Wealth Adviser
- Financial Adviser
Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
“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
Location