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Head of financial planning

Chester
Prestige Recruitment Group
Financial planner
Posted: 21h ago
Offer description

Head of Financial Planning

* Location: Chester, UK
* Job Type: Full-Time, Permanent
* Salary: £60,000 - £70,000 + Bonus

Join a progressive, client focused solicitors firm in Chester as their Head of Financial Planning.

This Chester based firm is looking for an experienced Financial Adviser who is ready to step into a leadership role, while still advising clients,to shape and grow the in-house financial planning division.

Key Responsibilities:

* Lead and develop the financial planning team within the firm.
* Continue providing holistic financial advice to private and business clients.
* Work closely with solicitors on matters like estate planning, divorce, and trust management.
* Help shape and deliver the firm’s integrated legal and financial offering.
* Ensure FCA compliance and uphold high client care standards.
* Support future recruitment and development of junior planners/paraplanners & Financial Advisors.

What We’re Looking For:

* Level 4 Diploma in Regulated Financial Planning.
* Authorised Financial Adviser with at least 5 years of advisory experience
* Leadership or team management experience
* Strong communication and relationship-building skills

What You’ll Get:

* Competitive salary with performance bonuses
* A dual role: lead the team and keep advising clients
* Warm referrals from an established legal client base
* Professional growth in a collaborative, forward-thinking environment
* Flexible working options considered

I’d like to hear from you and discuss the vacancy in more detail. Please click to apply:

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