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Chartered Financial Planner

Job Title: Chartered Financial Planner
Contract Type: Permanent
Location: Gloucester
Salary: 50000 - 70000
Contact Name: Adam Haeems
Contact Email:
Job Published: over 3 years ago

Job Description

A well established financial services organisation (IFA) based in Gloucester is currently looking for a Chartered Financial Planner to join the team.

This is an excellent opportunity to join a very successful IFA business which boasts a slightly different offering. The company allow their clients access to certain products which other IFA's are simply not able to access. They are looking for an experienced Chartered Financial Planner who can take on a large amount of responsibility early on with the potential of equity ownership in the business.

This is not your usual IFA practice therefore you will need to be naturally inquisitive about investments and willing to experience other investment products which you may not be too familiar with.

The role

The successful candidate will be taking on a lot of work from the lead Chartered Financial Planner/Owner who will be taking more of a back seat at the firm. You will therefore need to be technically competent, motivated to drive the business forward and looking to take on more responsibility. You will also be required to offer technical support and mentor the junior graduates at the firm therefore good technical knowledge is essential.


  • Chartered status (preferred) or currently working towards
  • Very good technical knowledge
  • Happy to take on significant responsibility of the firm early on
  • Pension experience (preferred)
  • Outgoing personality and self-motivating
  • Naturally inquisitive and keen to learn


Package is negotiable depending on experience and qualifications. Due to the responsibilities required the firm are offering the potential for equity stake in the firm in the future.

If you feel you match the requirements and are looking for the next step in your career please apply promptly