Chartered Financial Planner

With added experience and knowledge, you will start to work with more specialised areas of advice, such as working with entrepreneurs, estate planning, corporate advice, and divorce cases. 

Helping others is one of our core values. As a Chartered Financial Planner, you will work closely with a trainee Financial Planner in your team, passing on knowledge and experience and helping them to achieve career progression and development within the business.

Must have achieved Chartered status.
The chance to be a mentor to a trainee Financial Planner.

Why us?

• Competitive salary and bonus scheme.
• Generous holiday entitlement, 25 days increasing by 1 day each year (maximum 30 days).
• A one-month paid sabbatical after five years of continued service.
• Full study support – both financial and study leave – up to Chartered Financial Planner status and beyond.
• Flexible working hours between 8am and 6pm.
• Remote working arrangements (we are London-based).
• A friendly, supportive team.

Additional Benefits

• 8% employer pension contribution (increasing in line with statutory increases).
• Permanent health insurance.
• Income protection.
• Life assurance worth 5 x salary.
• Monthly career development and wellbeing check- ins.
• A confidential shadow board so you are always listened to.
• Opportunities for career progression.

The Fun Stuff

• Smart-casual dress code and dress-down Fridays.
• Team building events.
• Quarterly company events to keep you informed.
• Fully paid events at Christmas and the end of each tax year.
• Heka wellness subscription – all your wellbeing, gym and health needs paid for.
• A fun, lively working environment.

What we look for

• Excellence
• Respect
• Ambition
• Helping others
• Optimism

To apply, send your CV with the subject line ‘Chartered Financial Planner vacancy’.