Chartered Financial Planner
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Job Summary
Our client is a long-established Chartered Independent Financial Advisory practice based in Chester with over 40 years of experience. Their focus is on delivering thoughtful ethical financial planning with the clients best interests at the core of everything they do.
Were looking for a Chartered Financial Planner to join their team. This role includes supporting an existing client bank as well as building and managing your own client relationships with leads provided by the firm.
Location: Office-based (Chester) Employment Type: Employed or Self-Employed
Provide financial advice across pensions investments protection and tax planning Look after an existing client bank during maternity leave (starting end of Q1 2026) Build and manage your own client base with support from the firm.
Salary: circa 60000 - 65000 (negotiable) bonus Benefits: Pension scheme cycle to work scheme 25 days holiday.
A stable supportive working environment Competitive salary with performance-based bonus Full administrative and paraplanning support
The opportunity to work with a respected Chartered firm
Chartered Financial Planner (or close to achieving) Strong communicator who builds trust easily
Ethical client-focused and motivated to deliver quality advice
Required Skills:
About you You will be an ambitious and focused individual with a passion for financial services and you will view this as a long-term career. Professionally you will have a record of achievement that you are proud of and that demonstrates your commitment to providing high-quality advice and service to clients. You will have exceptional relationship management skills and you will be a technically strong Chartered qualified Adviser.
