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Chartered Financial Planner

Chartered Financial Planner

mbfEssex, England, United Kingdom
30+ days ago
Job type
  • Full-time
Job description

3 days ago Be among the first 25 applicants

This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Are you a Chartered Financial Planner ready to take on a new challenge with a highly respected, people-focused firm?

We’re recruiting on behalf of a forward-thinking professional services firm with a long-standing reputation for excellence in accountancy, tax, audit, and advisory services. With offices across London and the South East and membership in a global advisory network, they offer a dynamic, collaborative working environment and a genuine commitment to employee development and wellbeing.

This is an exceptional opportunity to manage and grow a portfolio of high-value, complex clients while helping to shape the growth of the firm's financial planning function in the Essex region. The role would be London, City-based but with lots of scope for hybrid / flexible working.

The Opportunity

  • Develop and maintain a portfolio of new and existing clients.
  • Deliver high-quality, personalised financial planning advice across pensions, investments, tax planning, and estate planning.
  • Build and nurture a network of internal and external introducers.
  • Collaborate closely with colleagues to deliver a seamless client experience across services.
  • Identify new business opportunities and contribute to wider strategic growth goals.

Why Apply?

  • Base salary up to £75,000, with flexibility depending on experience.
  • Bi-annual salary reviews recognising contribution and performance.
  • Excellent bonus structure and growth potential.
  • Highly flexible hybrid working to support work-life balance.
  • 28 days’ annual leave, including 3 days off at Christmas.
  • Private Medical Insurance and access to Digicare+ and an Employee Assistance Programme.
  • Support for CPD, professional memberships, and long-term career development.
  • Be part of an inclusive, supportive culture where your voice matters.

    • What We’re Looking For

  • Chartered Financial Planner (CII) or higher.
  • CAS and SPS are essential.
  • Proven experience in a similar advisory role, with a strong track record of managing complex client relationships and generating new business.
  • Excellent communication, presentation, and problem-solving skills.
  • Strong technical knowledge of financial planning products, funds, pensions, and markets.
  • Organised, detail-oriented, and able to manage multiple priorities.

    • This is a truly rewarding opportunity for a qualified, client-focused Financial Planner looking to join a firm that values long-term relationships, professional excellence, and flexible working.

    Seniority level

  • Mid-Senior level

    • Employment type

  • Full-time

    • Job function

  • Finance

    • Referrals increase your chances of interviewing at mbf by 2x

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    Financial Planner • Essex, England, United Kingdom