Chartered Financial Planner

About the role

We are seeking an ambitious Chartered Financial Planner to join our award‑winning firm in St. Albans. You will work with high‑net‑worth clients, delivering bespoke wealth‑management solutions while benefiting from extensive technical, administrative and development support.

Key responsibilities

• Manage an established portfolio of HNW clients, providing holistic financial advice.
• Develop and implement wealth‑growth and protection strategies.
• Collaborate with advisors, compliance, marketing and investment teams to deliver integrated solutions.
• Maintain and grow relationships with professional practice partners who refer specialist‑advice clients.

Required profile

• Progressing toward or already holding Chartered Financial Planner status.
• Strong technical and business acumen with a proven track record in holistic advice.
• Excellent client‑management skills and ability to nurture internal and external relationships.

Required skills

• Chartered Financial Planner qualification (or equivalent).
• In‑depth knowledge of wealth management, investments, pensions and financial planning regulations.

What we offer

• Competitive salary range of £70,000‑£90,000 per year.
• Professional environment with dedicated administrative, compliance and marketing support.
• Opportunities for continued development and access to a broad client base.