Chartered Financial Planner - Inherit Client Bank; Hybrid
Listed on 2026-09-18
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Banking & Finance, Portfolio & Asset Management
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
Consider building your career as a Chartered Financial Planner
- Inherit Client Bank (Hybrid) at Financial Planning Firm.
As a Chartered Financial Planner
- Inherit Client Bank (Hybrid), you will play an important part at Financial Planning Firm in United Kingdom.
We invite applications for the Chartered Financial Planner
- Inherit Client Bank (Hybrid) position located in United Kingdom.
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