Job Description
Financial Planner
Cheshire (Predominantly Office-Based)
Competitive Salary + Bonus Potential & Benefits
An established and highly regarded independent wealth management firm is looking to appoint a Financial Planner to join its growing team.
This is a rare opportunity to inherit an existing client bank (£9m–£14.5m AUA) while also having the flexibility to shape the role around your strengths - whether that’s relationship management or business development.
The Opportunity:
* Inherit and develop an existing client bank
* Work within a collaborative, close-knit team environment
* Flexibility to focus on servicing clients, developing new business, or a blend of both
* Access to referrals, introducer relationships and networking opportunities
* Strong administrative support and well-established internal systems
Clients:
You will work with a diverse client base including business owners, professionals and high-net-worth individuals, as well as younger clients at earlier stages of their financial journey. The firm takes a long-term, relationship-led approach and does not operate rigid minimum thresholds.
The Role:
* Provide holistic financial planning advice across pensions, investments and protection
* Manage and develop ongoing client relationships
* Conduct suitability reports, cashflow modelling and advice delivery
* Identify and support new business opportunities where appropriate
* Work closely with internal teams to deliver a high-quality client experience
Requirements:
* Level 4 Diploma qualified (minimum)
* Competent Adviser Status (CAS)
* Previous experience in a Financial Planning role
* Strong relationship management and communication skills
Package:
* Competitive Basic salary dependant on experience and qualifications
* Bonus (with no upper earning limit longer term)
* Pension and private medical
Additional Information:
This is a predominantly office-based role to support collaboration and development, with some flexibility for home working.