Job Overview
No targets. Just great financial planning.
Every time.
At this business you'll be one of three planners who work together to provide first‑class financial planning.
That means no targets, no validation, no ego.
You will spend time with clients; a busy day typically involves two client review meetings.
The organization has a flat structure allowing planners to contribute to how the business works.
The focus is on delivering high‑quality service, not on sales pressure.
Starting salary is approximately £65,000 with flexibility for the right candidate. An annual bonus based on company profitability is expected to be 10–15% of salary.
Clients are located mainly in the Cheshire office, but the work schedule is flexible and mature.
Requirements
* Minimum 2–3 years as a financial planner with a capacity to make a swift impact on the inherited client book.
* Client‑first attitude.
* Team player.
* Passion for the job, not just the income.
* Professional presence as a planner.
About the Company
This independent firm has grown through referrals year on year for 16 years and manages client assets ranging from £250,000 to £2 million.
The firm provides planners with a realistic client book and an environment that encourages autonomy.
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