Tech‑Driven Chartered Financial Planner
Job in
Coventry, West Midlands, CV1, England, UK
Listed on 2026-07-21
Listing for:
Cadence Financial Planning Limited
Part Time
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Cadence Financial Planning Limited in the United Kingdom is seeking a forward-thinking Chartered Financial Planner to join our technology-led, client-centric practice. This role focuses on holistic, independent advice delivered through cutting-edge planning, reporting, and CRM tools, with a flexible remote/hybrid setup and a 30-hour week.
You will manage pensions, investments, estate planning, and tax optimisation, using cashflow modelling and digital workflows to enhance client experience,
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