Financial Planner: Client Bank Provided in Cheshire West And Chester

Job description

Your new company
Due to continued growth, an excellent opportunity has arisen for a Financial Planner / IFA to join a highly reputable and growing business. A client portfolio will be provided from the outset with further clients and leads provided going forward. Inclusive and supportive working culture.
This is an excellent opportunity for an adviser in the earlier stages of their advisory career or recently qualified.

Your new role
Employed role providing holistic advice across the full range of financial planning tailored to clients' requirements and identifying further needs in the clients' best interests.
Full back-office support, client support and paraplanning.

What you'll need to succeed

Essential to be minimum Level 4 Diploma qualified, Chartered desirable, technically strong in financial planning, particularly in the areas of investments and pensions. Consider an experienced Paraplanner seeking to step into an advisory role.

What you'll get in return
Highly competitive basic salary plus 12-monthly incentive, pension, life cover, private medical cover, study support to attain Chartered.
This is a very good opportunity to join a quality firm with excellent long-term prospects.



What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.

Desired Skills and Experience

Financial Adviser
Financial Planner
Chartered Financial Planner
Wealth Adviser
Wealth Planner

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Extra information

Status

Open

Education Level

Secondary School

Location

Cheshire West And Chester

Type of Contract

Part-time jobs

Published at

09-07-2025

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English