Chartered Financial Planner

Our client is a long-established Chartered Independent Financial Advisory practice based in Chester, with over 40 years of experience. Their focus is on delivering thoughtful, ethical financial planning with the client’s best interests at the core of everything they do.

We’re looking for a Chartered Financial Planner to join their team. This role includes supporting an existing client bank, as well as building and managing your own client relationships with leads provided by the firm.

Location:

Office-based (Chester)

Employment Type:

Employed or Self-Employed

About the Role

Provide financial advice across pensions, investments, protection, and tax planning Look after an existing client bank during maternity leave (starting end of Q1 2026) Build and manage your own client base with support from the firm.

What’s on Offer

Salary: circa £60,000 - £65,000 (negotiable) + bonus Benefits:
Pension scheme, cycle to work scheme, 25 days holiday.

A stable, supportive working environment Competitive salary with performance-based bonus Full administrative and paraplanning support

The opportunity to work with a respected Chartered firm

What We’re Looking For

Chartered Financial Planner (or close to achieving) Strong communicator who builds trust easily

Ethical, client-focused, and motivated to deliver quality advice