Chartered Financial Planner/Manager - Blakemore Recruitment : Job Details

Job Title: Chartered Financial Planner / Manager

Location: Remote - Need to be able to get to Newbury or Croydon

Contract: Full-time, Permanent

I’m working with a highly respected and growing financial planning firm that is looking to appoint an ambitious Chartered Financial Planner / Manager.

This is a rare opportunity for an experienced adviser who wants to combine their technical expertise with leadership. You’ll not only deliver high-quality advice to clients but also manage and develop a team of 8 Financial Planners, helping to shape the future direction of the business.

• Delivering expert, holistic financial advice across investments, pensions, protection, tax planning, and estate planning.
• Leading, mentoring, and supporting a team of 8 Financial Planners to ensure performance, development, and compliance standards are consistently achieved.
• Acting as a technical and strategic sounding board for your team, while continuing to grow your own client relationships.
• Working closely with senior management to support business growth and enhance client outcomes.
• Ensuring all activity is carried out in line with FCA regulations and company policy.

• Chartered Financial Planner status (CII or equivalent).
• A proven track record as a successful Financial Adviser.
• Previous leadership, mentoring, or management experience.
• Strong technical knowledge across pensions, investments, and tax planning.
• Excellent people skills with the ability to inspire and motivate a team.

• Competitive salary with bonus potential.
• Comprehensive benefits package, including pension and ongoing professional development.
• A genuine leadership role with clear progression opportunities.
• The chance to make a real impact—balancing client advice with team leadership.

If you’re a Chartered Financial Planner looking for the next step in your career, combining advice with management, please apply today via Reed or get in touch for a confidential discussion.