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Chartered Financial Planner

Azets -
Hertford

Quick apply

Job details

Full-time
7 days ago

Benefits

Employee assistance programme
Employee discount

Qualifications

Financial planning
Pension
Leadership
Communication skills

Full job description

Financial Planner

Help clients achieve their financial goals by delivering tailored advice, building trusted relationships and making a lasting difference to their future.

The Opportunity

Manage and grow long-term client relationships built on trust
Deliver holistic financial planning tailored to individual client needs
Work collaboratively with a dedicated support team to provide an exceptional client experience
Join a business that values integrity, ambition and professional development

What You'll Be Doing

Meet with clients to understand their financial goals, circumstances and attitude to risk
Create and deliver tailored financial planning recommendations across pensions, investments, protection and estate planning
Monitor client portfolios and conduct regular reviews to keep plans aligned with changing objectives
Provide clear, practical advice that helps clients make informed financial decisions
Build strong relationships across the wider Azets business to identify opportunities for integrated client support

Technical Expertise

Provide advice on pensions, ISAs, investments and tax-efficient planning
Support clients with retirement planning, wealth preservation and inheritance tax strategies
Keep up to date with UK financial regulations and FCA requirements
Maintain accurate client records and complete all required documentation
Undertake ongoing CPD and ensure advice meets the highest professional standards

What We're Looking For

Level 4 Diploma in Financial Planning (DipPFS) or equivalent
Previous experience as a Financial Adviser/Planner within the UK market
Strong knowledge of pensions, investments and UK financial planning legislation
Excellent communication and relationship-building skills
A client-focused approach with high ethical standards and attention to detail
A collaborative colleague who is ambitious, professional and committed to doing the right thing

About Azets Wealth Management

Who we are

Azets Wealth Management is one of the UK's leading independent financial advisory businesses, delivering bespoke financial planning to individuals, families and businesses across the UK.

With over £1 billion in assets under management and a client satisfaction rating of 4.8 out of 5, we provide whole-of-market advice spanning pensions, investments, estate planning and protection.

As part of Azets, our advisers work alongside experts in tax, accounting and business advisory, giving clients truly joined-up financial planning while offering our people access to an extensive professional network.

Why join us

Join one of the UK's leading independent financial planning businesses
Build lasting client relationships through holistic, whole-of-market advice
Work alongside chartered advisers and multidisciplinary specialists across Azets
Be part of a collaborative culture focused on integrity, development and exceptional client outcomes
Grow your career within a national business that combines local relationships with extensive technical expertise

Our Benefits

Designed to support you personally and professionally. Explore how we invest in your health, happiness, and future.

Family, Leave & Support

Maternity, Paternity, Shared Parental, and Adoption leave; Fertility treatment support; Birthday day off; Holiday buy/sell; Flexible working policy.

Health & Wellbeing

EAP, 24/7 GP Access, Private Medical, Dental, Health Assessments, Cash Plans, Life Assurance.

Lifestyle & Flexibility

Hybrid working, EV scheme, tech & home purchase options, travel insurance, employee discounts platform, and flexible benefits via FlexHub.

Career Progression

Dedicated career pathways, mentoring, learning programmes, and development opportunities to advance your expertise and leadership potential.

FlexHub: Personalise your benefits package to match what matters most to you – from health plans to lifestyle perks, tailored to your needs.

Move forward with confidence.

At Azets, our purpose is to improve the lives of our clients, colleagues and communities, in a sustainable way.

4000+ Colleagues

A people-powered business across the UK.

70 Locations

Locally embedded with national strength.

Top 10 UK Firm

Recognised as a leading accountancy firm.

80,000+ Clients

With a local touch in every community.

Curious about life at Azets? Meet our people.

Inclusion & Accessibility

We are proud to be a Mindful Employer and Disability Confident Employer. Creating an inclusive workplace isn’t just a statement – it’s something we live every day.

At Azets, we value diverse backgrounds, perspectives, and experiences. Even if your experience doesn’t tick every box, we’d still love to hear from you – you might be a great fit for another opportunity.

[email protected]

#LI-SW1

Job Reference: AZ05270

Quick apply

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