Chartered Financial Planner

Chester, United Kingdom | Posted on 08/06/2026

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 coreofeverything 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.

• 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

• 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

• Chartered Financial Planner (or close to achieving)
• Strong communicator who builds trust easily
• Ethical, client-focused, and motivated to deliver quality advice