Chartered Financial Planner
Hybrid
Core
Deliver holistic financial planning tailored to individual client needs across pensions, investments, protection, and estate planning.
Role type
Chartered Financial Planner (IC)
Builds
Tailored financial plans and client portfolio reviews
Domain
UK Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, Pensions advice, Investment advice, Tax-efficient planning, Retirement planning, Inheritance tax strategies, UK financial regulations, FCA requirements, Client relationship management, Risk assessment
Preferred skills
Level 4 Diploma in Financial Planning (DipPFS), Previous experience as a Financial Adviser/Planner in the UK market, Strong knowledge of pensions, investments, and UK financial planning legislation
Technologies
Financial planning software, Client record systems