Chartered Financial Planner
Chester - Hybrid working
£55,000 to £95,000 basic depending on experience and client bank, + bonus
A well-established Chester law firm with its own in-house financial services team is looking for a Chartered Financial Planner to join its independent advice team.
The firm’s legal and financial services work side by side, covering areas such as wills, trusts and estates, family law and conveyancing. That means referral opportunities from colleagues across the firm, alongside the clients you bring and build yourself.
The role:
- Provide independent financial planning advice to private clients, including pensions, investments and retirement planning
- Grow and manage your own client bank, supported by referrals from the firm’s legal teams
- Work closely with colleagues on matters where legal and financial advice overlap, such as estates and divorce
- Hybrid working: three days in the firm’s city-centre Chester office and two from home
About you:
- Chartered status is essential
- Current FCA-approved status
- An established client following would be a real advantage but isn’t a requirement. The firm will also consider newly or recently chartered planners looking to build your book
- A client‑first approach and strong relationship skills
What’s on offer:
- £55,000 to £95,000 basic, set according to experience and the size of your client bank
- Bonus
- 25 days holiday in addition to bank holidays
- Healthcare scheme
- Hybrid working
- Career development within a growing firm
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Chartered Financial Planner in Chester employer: Oculus Legal Group
Join a leading law firm in Shrewsbury as a Clinical Negligence Legal Assistant, where you will thrive in a supportive and collaborative environment. With a focus on training and professional development, this role offers the chance to grow your career within a specialist team while enjoying a competitive salary and the opportunity to make a meaningful impact in clients' lives. Experience a workplace that values attention to detail and fosters strong communication skills, ensuring you are well-equipped to handle diverse legal challenges.
