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Wealth Planner & Client Growth Strategist

Job in Chester, Cheshire, CH1, England, UK
Listing for: TrinityBridge
Full Time position
Listed on 2026-05-16
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Trinity Bridge is seeking a driven Financial Planner in Chester to build and develop trusted relationships with clients. Responsibilities include growing the client bank through personal prospecting and ensuring compliance with regulatory requirements. The ideal candidate will hold a Level 4 qualification or be working towards Chartered status, possess excellent relationship-building skills, and deliver comprehensive financial planning. This role is crucial for achieving individual targets and contributing to overall team success.
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