Financial Planner

An exceptional opportunity has arisen for a Chartered Financial Planner (CII) to join a highly respected, fast-growing team of Independent Financial Planners. This firm is proud of its Chartered status, ethical approach, and commitment to delivering holistic financial planning through strong client relationships and industry-leading technical expertise.

You’ll be joining a collaborative, values-driven environment where professional development, quality advice, and client outcomes sit at the heart of the business.

This position focuses on providing high-quality, comprehensive financial planning to a well-established and expanding client base, with an emphasis on complex and high-value relationships. You will manage existing accounts while developing new business opportunities through strong internal and external networks.

While the role requires regular client travel within Lincolnshire and Peterborough, you may be based at home or from regional office locations depending on your preference.

• Manage and develop a portfolio of high-value and complex client relationships
• Deliver personalised, technically robust financial planning solutions
• Anticipate and respond to client needs, ensuring expectations are exceeded
• Identify and generate new business opportunities across service lines

Drive profitable growth through cl...