At a Glance
- Tasks: Manage and grow existing client relationships while providing tailored financial advice.
- Company: Join a friendly, independent financial planning firm with a supportive culture.
- Benefits: Competitive salary, uncapped bonuses, hybrid working, and a client bank provided.
- Other info: Enjoy a collaborative environment with opportunities for professional growth.
- Why this job: Make a real difference in clients' lives with your financial expertise.
- Qualifications: Chartered Financial Planner status and experience in client relationship management.
The predicted salary is between 65000 - 100000 £ per year.
Salary: Competitive base plus bonus ranging from £65,000 - £100,000 OTE (Un-capped), client bank provided
- Full time, hybrid working ·Storeton Rose Financial Planning About Us Storeton Rose Financial Planning is an independent financial planning firm based in Higher Bebington on the Wirral.
We are a growing, close-knit team who offer independent financial advice, products and investment solutions from the whole of the market, so our advice is built around what is right for each client, not tied to any one provider.
We are proud to be approachable and jargon-free.
We do what we say, and we like to think our clients notice the difference.
About the Role We are looking for an experienced Chartered Financial Planner to take on an existing portfolio of client relationships.
This is not a role where you build a book from nothing, you will inherit trusted, long-standing client relationships and be supported through a proper handover, including joint meetings in the early stages.
Your focus from there is straightforward: keep delivering the standard of advice and service these clients are used to, build on those relationships, and grow the value of the book over time.
What You Will Be Doing Taking on an existing client bank through a structured, supported handover Providing independent financial planning advice across pensi...
Chartered Financial Planner employer: Storeton Rose Financial Planning
Storeton Rose Financial Planning is an exceptional employer, offering a competitive salary and uncapped bonuses for Chartered Financial Planners in a supportive, hybrid working environment. Our close-knit team values approachability and transparency, ensuring that employees can thrive while delivering tailored financial advice to our long-standing clients. With a focus on professional growth and a commitment to maintaining high standards of service, we provide a unique opportunity for meaningful and rewarding employment in the heart of the Wirral.
Contact Details:
Storeton Rose Financial Planning Recruitment Team
