Chartered Financial Planner – Hybrid, £70k+ Package

About the role

An experienced Chartered Financial Planner is needed to join a growing, forward‑thinking financial planning business in Bath. The position offers a hybrid working model, an existing client bank and a clear long‑term career path.

Key responsibilities

• Inherit and develop existing client relationships.
• Grow your own portfolio through referrals and new opportunities.
• Provide holistic financial planning advice and deliver excellent client outcomes.
• Build trusted, long‑term relationships rather than focusing on short‑term sales.

Required profile

• Chartered Financial Planner status (essential).
• Proven experience delivering holistic financial planning advice.
• Strong relationship‑management and communication skills.
• Ability to build trust and maintain long‑term client relationships.
• Desire for a long‑term position within an established business.

Required skills

What we offer

• £70,000+ starting package, dependent on experience.
• Existing client bank provided.
• Full administrative and dedicated paraplanning support.
• Hybrid working options.
• Long‑term earning potential through inherited and self‑generated business.
• Clear career progression within a growing financial planning group.
• Supportive, collaborative culture focused on professional development.