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Chartered Financial Planner - Inherit Client Bank; Hybrid

Job in Kingston upon Hull, Hull, East Riding of Yorkshire, HU2, England, UK
Listing for: Financial Planning Firm
Full Time position
Listed on 2026-08-30
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Position: Chartered Financial Planner - Inherit Client Bank (Hybrid)
Location: Kingston upon Hull

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

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