Join an award-winning Chartered Wealth Management firm and inherit an established client bank with exceptional growth potential.
Senior Financial Planner
Location: Cheshire / North West (Hybrid & Remote Available)
Salary: £85,000 basic (negotiable) + Bonus (OTE £120,000 - £140,000)
Benefits: Comprehensive benefits package | Existing HNW client bank | Award-winning Chartered firm
The Opportunity
An award-winning, highly respected Chartered Wealth Management firm is looking to appoint an experienced Senior Financial Planner to join its successful and collaborative team.
This is a rare opportunity to inherit an established, loyal client bank with approximately £50 million of assets under management, following the planned retirement of a long-serving adviser. You'll focus on delivering exceptional financial planning advice to high-net-worth individuals while benefiting from excellent internal support and a strong reputation in the market.
For advisers with an existing client following, there is also scope to integrate transferable clients into the business.
What You'll Be Doing
- Manage and develop an established client portfolio of around £50m AUM
- Deliver holistic financial planning advice to high-net-worth individuals and families
- Build long-term relationships through exceptional client service
- Identify opportunities to grow your client bank through referrals and business development
- Work closely with an experienced paraplanning and administration team
- Ensure advice remains compliant with FCA regulations and company standards
- Maintain high professional and ethical standards while delivering excellent client outcomes
What We're Looking For
- Proven experience as a Financial Planner / Independent Financial Adviser
- Experience advising high-net-worth clients
- Level 4 Diploma qualified (Chartered or working towards Chartered desirable)
- Strong relationship-building and communication skills
- A genuine passion for providing high-quality, client-centric financial planning
- Self-motivated with the ability to develop new business alongside managing an existing client bank
What's On Offer
- Negotiable basic salary around £85,000
- Realistic on-target earnings of £120,000 - £140,000
- Existing client bank worth approximately £50m AUM
- Hybrid and remote working flexibility
- Comprehensive benefits package
- Excellent paraplanning and administrative support
- Award-winning Chartered Wealth Management firm with an outstanding reputation
- Genuine long-term career progression within a growing business
If you're an experienced Financial Planner looking to inherit a quality client bank while joining a highly respected Chartered firm that values long-term client relationships and adviser success, we'd love to hear from you.
Job Types: Full-time, Permanent
Pay: Up to £85,000.00 per year
Work Location: Hybrid remote in Cheshire
