At a Glance
- Tasks: Provide ethical financial advice on pensions, investments, and tax planning.
- Company: Established Chartered Independent Financial Advisory practice with 40+ years of experience.
- Benefits: Competitive salary, pension scheme, cycle to work scheme, and 25 days holiday.
- Other info: Stable environment with full support for your career growth.
- Why this job: Join a respected firm and make a real difference in clients' financial lives.
- Qualifications: Chartered Financial Planner or close to achieving, with strong communication skills.
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.
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
Chartered Financial Planner in Chester employer: Bond Recruitment
Join a well-respected Chartered Independent Financial Advisory practice in Chester, where you will be part of a supportive and ethical work culture that prioritises client interests. With over 40 years of experience, the firm offers competitive salaries, performance-based bonuses, and comprehensive administrative support, ensuring you have the resources to thrive and grow your own client relationships. Enjoy a stable environment with generous benefits, including a pension scheme and 25 days of holiday, making it an excellent place for meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Chartered Financial Planner in Chester
✨Tip Number 1
Network like a pro! Get out there and connect with other financial professionals in Chester. Attend local events or join online forums to meet potential clients and industry peers. Remember, relationships are key in this business!
✨Tip Number 2
Show off your expertise! Consider hosting a free workshop or webinar on financial planning topics. This not only showcases your knowledge but also helps you build trust with potential clients. Plus, it’s a great way to get your name out there!
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to share insights, articles, and tips related to financial planning. Engaging content can attract leads and position you as a thought leader in the field.
✨Tip Number 4
Don’t forget to apply through our website! We’re here to support you in landing that Chartered Financial Planner role. Keep an eye on our listings and make sure your application stands out by highlighting your client-focused approach.
We think you need these skills to ace Chartered Financial Planner in Chester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that align with the Chartered Financial Planner role. Highlight your expertise in financial advice, especially in pensions, investments, protection, and tax planning.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your passion for ethical financial planning and how you can contribute to the firm's client-focused approach. Don’t forget to mention your ability to build trust and manage client relationships.
Showcase Your Communication Skills:As a strong communicator, it's essential to demonstrate this in your application. Use clear and concise language, and make sure to convey your ability to connect with clients effectively. We want to see how you can build rapport!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status.
How to prepare for a job interview at Bond Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning, especially in areas like pensions, investments, protection, and tax planning. Being able to discuss these topics confidently will show that you're the right fit for the role.
✨Showcase Your Ethical Approach
Since the firm values ethical financial planning, be prepared to share examples of how you've prioritised clients' best interests in your previous roles. This will demonstrate that you align with their core values.
✨Build Rapport
As a Chartered Financial Planner, strong communication skills are key. Practice building rapport during the interview by engaging with your interviewer, asking questions, and showing genuine interest in their firm and clients.
✨Prepare for Scenario Questions
Expect scenario-based questions where you'll need to demonstrate how you'd handle specific client situations. Think through potential challenges you might face and how you would address them, showcasing your problem-solving skills.
