At a Glance
- Tasks: Manage and grow an existing portfolio of trusted client relationships.
- Company: Chartered financial planning firm with a strong reputation.
- Benefits: Hybrid working, supportive handover, and established client base.
- Other info: Opportunity for professional growth in a supportive environment.
- Why this job: Join a respected firm and make a real difference in clients' financial lives.
- Qualifications: Experience as a Chartered Financial Planner is essential.
The predicted salary is between 54000 - 66000 £ per year.
Storeton Rose Financial Planning is a Chartered financial planning firm based in Higher Bebington on the Wirral seeking an experienced Chartered Financial Planner to take on an existing portfolio of client relationships. You will inherit trusted, long-standing client relationships and be supported through a proper handover, including joint meetings in the early stages.
Your focus is to continue delivering the standard of advice and service these clients are used to, grow the value of the book.
Chartered Financial Planner - Inherit Client Bank (Hybrid) employer: Financial Planning Firm
Join a forward-thinking financial planning firm that prioritises your success and offers unparalleled flexibility with fully remote work options. Enjoy tax-free first-year earnings, robust internal support for client interactions, and a clear pathway for career advancement, all while working from anywhere in the world. With a strong emphasis on professional development and a collaborative culture, this is an exceptional opportunity for experienced financial advisers looking to thrive in a rewarding environment.
