Chartered Financial Planner

Attivo Group; Grangemouth; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A financial services firm in Grangemouth is seeking an experienced Chartered Financial Planner to provide personalized financial planning services. You will build lasting client relationships, ensuring their needs are met with professionalism. The role involves compliance management and seeking new client opportunities. A proven record in financial advice and an Advanced Diploma in Regulated Financial Planning are required. Flexible working is supported, and the salary can reach £80,000 plus benefits.

Benefits

Non-contributory Pension Scheme

Private Medical Insurance

Income Protection

Critical Illness

Death in Service

Generous holiday allowance

Work from home options

Subsidised parking

Qualifications

• Experience in delivering high-quality, independent financial advice.
• Strong ability to build and maintain client relationships.
• Ability to work under pressure with attention to detail.

Responsibilities

• Conduct detailed reviews of clients' financial situations.
• Ensure compliance with regulations and industry standards.
• Actively seek client growth through referrals.

Skills

Interpersonal skills

Analytical skills

Report writing

Organizational skills

Communication skills

Education

Advanced Diploma in Regulated Financial Planning

Tools

Intelliflo

Job description

About Attivo

Attivo are Lifestyle Financial Planners. We’re a privately owned company that prioritises our clients and our people. Our commitment to transparency, openness and honesty builds trust and inspires confidence. Our experienced, highly qualified specialists and support teams deliver high‑quality, independent advice, providing bespoke financial plans to meet our clients’ lifestyle needs.

We serve private clients and businesses, offering consistent, client‑focused service from experienced planners and teams. We are independent, with a unique approach to understanding our clients’ preferences and motivations.

About The Role

As a Chartered Financial Planner, you will deliver high‑calibre, long‑term tax and lifestyle financial planning services to Attivo clients. You will build strong, lasting relationships, ensuring client needs are met compliantly, efficiently and with the highest level of professionalism. You will identify and maximise new business opportunities while retaining and growing our client base.

You will act as an ambassador for Attivo, consistently reflecting our core values and behaviours and raising the profile of the business and the profession with internal and external stakeholders.

We support hybrid working with established work‑from‑home and flexible policies. You can expect a blend of time in the office, at home, and local travel to meet clients.

This role involves managing an existing client bank; demonstrable experience of delivering high‑quality, independent advice is essential. We are specifically looking for candidates based in the Grangemouth area and surrounding regions.

About You

You are an experienced Chartered Financial Planner with a proven record of delivering exceptional service and developing deep, trusted client relationships. Your strong interpersonal and communication skills, both written and verbal, enable you to engage confidently with clients and meet expectations consistently.

You are highly organised, able to manage a busy caseload and respond to client needs effectively and efficiently, even under pressure. You demonstrate sound judgement, professionalism and discretion at all times.

You hold the Advanced Diploma in Regulated Financial Planning and have previously attained CAS status.

Key Responsibilities

• Conduct in‑depth reviews of clients' financial circumstances and future aims, aligning with Lifestyle Financial Planning principles.
• Ensure adherence to compliance procedures to safeguard the company by meeting all regulatory aspects of the role.
• Develop product, technical and regulatory knowledge to stay up to date with the latest financial regulations.
• Actively seek opportunities for client growth through referrals and self‑generation.
• Adhere to AML requirements and deliver suitability reports within prescribed timescales.
• Follow through with clients and providers to ensure business is completed in a timely manner.
• Escalate any breaches or concerns to a Regional Director or Compliance team member promptly.
• Maintain a high standard of file quality.
• Maintain continuous professional development records and comprehensive knowledge of pensions, investments and estate planning.

Essential Skills and Experience

• Advanced Diploma in Regulated Financial Planning with the CII.
• Proven track record of providing high levels of service and advice.
• Excellent interpersonal, listening, numerical and IT skills.
• Strong analytical and research skills.
• Excellent report‑writing and written/verbal communication skills.
• Good organisational, time‑management and caseload‑management skills.
• Ability to work on own initiative, sometimes for long periods.
• Professional, ethical and discreet.
• Ability to build and maintain ongoing client relationships.
• Ability to work well under pressure while maintaining excellent attention to detail.

Desirable Skills and Experience

• Chartered Fellow status with the CII.
• Pension Transfer Specialist.
• Educated to Degree level.
• Experience of Intelliflo.

Salary and Benefits

Up to £80,000 depending on experience and qualification, plus a £6,000 car allowance and discretionary bonus.

Attivo Also Offers

• Non‑contributory Pension Scheme
• Private Medical Insurance
• Income Protection, Critical Illness
• Death in Service
• Cash Plan
• London Living Allowance for employees within M25
• Excellent Family Friendly policies, including enhanced Maternity and Paternity
• Generous holiday allowance, rising with length of service
• Work from home and flexible working policies
• Subsidised parking
• Excellent culture, promoting employee wellbeing and engagement.

Recruitment Policy

Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and fair as possible.

Please be aware that any offer of employment will be subject to satisfactory completion of pre‑employment vetting as outlined by the Financial Conduct Authority (FCA). This may include, but not be limited to, adverse financial history, criminal records, UK directorship and disqualifications checks.

Attivo does not use recruitment agencies; we respectfully ask that agencies not contact us in regard to posts advertised on this site.

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Finance and Sales