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Chartered Financial Planner

Job Posted: 2 months ago

  • Salary: £ 60,000 - 65,000 / Annum

    Job Type: Permanent

  • Location: CH1, Chester, Cheshire West and Chester

Expire in: a month

Job Description

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 client’s best interests at the core of everything they do. We’re 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 About the Role 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. What’s on Offer Salary: circa £60,000 - £65,000 (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 What We’re Looking For Chartered Financial Planner (or close to achieving) Strong communicator who builds trust easily Ethical, client-focused, and motivated to deliver quality advice

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Looking for your next career move? Join a top company hiring Chartered Financial Planner job near me in CH1, Chester, Cheshire West and Chester! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!

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