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Senior Financial Planner: Established Book + Path

Job in Chorley, Lancashire, WS13, England, UK
Listing for: GREAT-MANS LTD
Full Time position
Listed on 2026-01-04
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Analyst
Job Description & How to Apply Below
Position: Senior Financial Planner: Established Book + Growth Path
A reputable financial planning firm in Chorley is seeking an experienced Financial Planner to manage an established client bank. The role offers stability and excellent career progression opportunities, backed by a collaborative leadership team. You'll deliver comprehensive financial planning, maintain high compliance standards, and build strong client relationships. We're looking for candidates with a Level 4 Diploma in Financial Planning and prior experience as a Financial Planner or Adviser.

This role provides full paraplanning support and a dynamic work environment.
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Position Requirements
10+ Years work experience
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