Financial Planner Location: Chester
Salary: £60,000 to £75,000 + plus bonus after validation
This FCA-regulated wealth management firm is well-established in the market and known for delivering high-touch client experiences across financial planning and investment management. You’ll be central to shaping and delivering highly personalised financial plans, while working closely with internal specialists and external referrers to strengthen relationships and expand your portfolio. The firm supports continued professional development, with a clear pathway to Level 6 if not yet achieved.
Deliver high-quality, tailored financial planning: Identify cross-selling and development opportunities: Get involved in firm-wide projects and development initiatives
• Ensure full regulatory and operational compliance: