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Chartered Financial Planner – Professional Practice based Wealth Manager

Key Job Features

Job Type: Permanent
Reference: 769
Location: Cheshire
Other: + Bonus (£100,000+ 1st year earnings) + Benefits


We have been exclusively instructed by our client, the Financial Planning arm of an established Accountancy Practice based in Cheshire.

Being at full capacity, our client is looking for a high-calibre Senior Financial Planner (Chartered or working towards) to join their team and provide comprehensive, holistic financial planning service to new and existing clients to meet their individual needs and circumstances.

You will also inherit an existing, sizeable client bank, and benefit from readily available, high quality mass affluent leads from an established sister company. You will need to build strong, trusting relationships with the Partners and Senior Associates within the Accountancy firm.

Full paraplanning, administration and marketing support is provided.

To succeed in this role, you will need to will need to be a successful networker, with a strong track record of collaborating with professional introducers, and will be comfortable advising on complex and specialist matters. The company has an inclusive culture, and it vital that the individual is a team-player and committed to quality financial planning advice.

If you are driven, ambitious, take pride in the quality of your advice and are interested in finding out more, please email your CV to  or call Tim Terrell (01761 252 538) or John Anderson (01761 252 537) for an initial discussion.


£80,000 Basic + Bonus (£100,000+ 1st year earnings) + Benefits

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