Job description


Chartered Financial Planner (3904)

We’re a national wealth management firm with a local reach within the Irwin Mitchell Group. Our philosophy is ‘Expert Hand, Human Touch’ – something you’ll find in the way we work with our clients and how we support our teams.

Whichever team you join, working here you’ll feel a part of our friendly and inclusive environment. We’ll value you for who you are and what you bring. We support each other and push boundaries to achieve incredible things and make a real difference to our clients and communities.

The work we do has been recognised in the awards we’ve won. We’re committed to being even better, and our awards help to show we’re on the right track.

We recognise that the office 9-5 isn’t for everyone. That’s why we’ve introduced ‘Flexible by Choice’. Whether it’s working from home, in our offices, or a combination of the both, we trust each other to support our clients, colleagues and communities at the right time, in the right way.

Your Role and What You'll Be Doing
  • Input into the strategic direction of the business as part of the Financial Planning Senior leadership team
  • Input into adviser Balanced Scorecard and Key Performance Indicators to meet business objectives.
  • Build a pipeline of opportunities through the network of opportunities that exist through the Irwin Mitchell network
  • Compete in competitive tenders to win new business.
  • Lead on new business cases of multi million pounds in value
  • Consistently role model positive leadership behaviours, embedding a One IM mindset and culture in IM Asset Management Limited and across the Group.
  • Responsible for the day-to-day management and delivery of financial planning and client services to our clients
  • The role sits within a specialist team that supports our personal injury and Court of Protection focus. Experience and a desire to work within this sector would be advantage.
About You
  • Be able to identify and develop business opportunities internally.
  • Have the ability to manage the needs of significant and demanding internal client needs.
  • You will have worked as part of a directed team effort, will have emerged from an environment that requires them to work closely with peers and superiors on a regular basis and be able to take action on critical matters quickly and effectively.
  • Commercially astute with excellent communication and presentation skills, able to engage and influence at the appropriate levels across the organisation.
Our Benefits - What We Can Offer You
  • 25 days annual leave, with the opportunity to buy additional leave
  • Two fundraising days in a year to give back to the community (fully paid!)
  • Westfield Health membership, offering discounted leisure and travel and refunds on medical services

We also offer a huge number of well-being initiatives to encourage positive mental health both in and out of the workplace as well as flexible working options to ensure that you are fully supported to work the way that best suits you. Our social responsibility programme is fundamental to who we are. We’re committed to being a diverse and inclusive workplace where our colleagues can flourish. We have a range of groups to celebrate our people across sexuality, disability, age, gender and culture. 

We welcome applications from all diversity groups and backgrounds. We’re committed to enabling everyone to thrive and understanding and celebrating our differences is a key part of that. We’re proud of our work on the Disability Confident scheme, on the Race At Work Charter and as Stonewall Diversity Champions. We also have a range of networks for LGBT+, disability, generations, gender, social mobility, ethnicity, faith and culture to celebrate our people and to enable everyone to thrive.


Additional Information

As part of the Irwin Mitchell Group’s on-boarding process all successful applicants are required to complete the group’s employment screening process. This process helps to ensure that all new employees meet our standards in relation to honesty and integrity therefore protecting the interests of the Group, existing employees, clients, partners and other stakeholders.

Depending on the role you apply for we may carry out checks that will establish your eligibility to work in the UK, and criminal record check and financial checks ­with a credit reference agency will also be undertaken.

The employment screening process will fully comply with Data Protection and other applicable laws.

Irwin Mitchell LLP is an equal opportunity employer.

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40 Holborn Viaduct, London, United Kingdom, EC1N 2PZ

We're proud of our values, and we're looking for people who share them

  • Sub-Department:
    IM Asset Management
  • Sub-Division:
    IM Asset Management
  • Company:
    IM Asset Management
  • Working Hours:
    Full Time
  • Vacancy Type:
  • :
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