You will give holistic, independent financial advice to private clients across Cheshire and the wider North West. You will manage and grow a portfolio of client relationships, carry out fact finds and ongoing reviews, and recommend solutions across pensions, investments, retirement planning and protection. You will have the backing of experienced paraplanning and administration teams, so your time stays focused on advice.
Key Details
- Location: Cheshire
- Permanent, full time
- Salary: £50,000 to £75,000 depending on experience
- Qualifications: Level 4 Diploma (DipPFS or equivalent) required; Chartered Financial Planner status desirable
- Scope: Independent, whole of market advice to private clients across Cheshire and the North West
Salary and Package
The basic salary range is £50,000 to £75,000 depending on experience. Benefits and further package details are available on request and will be discussed in confidence.
What We Are Looking For
- Experience as an Independent Financial Adviser or Financial Planner
- Level 4 Diploma (DipPFS or equivalent); working towards or holding Chartered status is an advantage
- Sound technical knowledge across pensions, investments and retirement planning
- The ability to build trusted, long-term client relationships
- A clean regulatory record
- A well-organised approach and a commitment to compliant, high-quality advice
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