Financial Planner

About Smith & Pinching

Smith & Pinching, one of the largest Chartered Financial Planning firms in the East of England, is an employee-owned company fostering ownership, engagement, and shared success through profit distribution.

Role Overview

We are seeking a committed Financial Planner passionate about helping clients, including individuals and families, reach their financial objectives. You will conduct thorough assessments, design personalized financial plans, educate clients for informed decisions, stay current with market and tax updates, and maintain strong client relationships through ongoing communication and teamwork.

Key Responsibilities

• Perform detailed financial evaluations of clients' current status and future targets.
• Create customized financial plans aligned with client goals.
• Guide clients in making knowledgeable financial choices.
• Keep abreast of investment trends, taxation, and market regulations.
• Establish and nurture durable client relationships through regular reviews.
• Collaborate closely with colleagues to provide comprehensive financial solutions.

Required Experience and Skills

• Chartered status or progress towards achieving it.
• Demonstrated expertise in financial planning.
• Deep understanding of investment methods, tax matters, and retirement planning.
• Excellent communication and interpersonal skills.
• Ability to operate autonomously and within teams.
• High standards of ethics and professionalism.

Benefits and Perks

• Competitive salary with performance-linked incentives.
• Opportunities for annual bonuses.
• Generous pension contribution of 10% from employer.
• Flexible options to buy or sell additional holiday time.
• Varied benefits including sustainability-focused options like cycle to work.
• Paid volunteering days to support community involvement.
• Comprehensive wellbeing support and resources.
• Cash health plan coverage.
• Death in service benefit of four times salary.
• Complimentary parking facilities.
• Flexible working hours enabling work-life balance.
• Ongoing training and professional development in a supportive environment.

Equal Opportunity Employer

Smith & Pinching values diversity and welcomes applications from all backgrounds.