Financial planner Work, Jobs in Kelsall, Chs (with Salaries)

Graduate Financial Planning Programme 2026
Oakmere Wealth Management —Northwich
- £25,000 a year
- Full-time
- Bachelor's degree
- Mentoring
- Financial services
- Health & wellbeing programme
Quick apply
2d
IFA Administrator - Full Time
Burfield Financial Planning —Northwich
- £26,000 - £30,000 a year
- Full-time
- English
- Microsoft Office
- Administrative experience
- Annual leave
- Life insurance
Quick apply
2d
Client Administrator - Chester
Atomos —Chester
- Hybrid work
- Communication skills
Financial Adviser (Warrington)
Perspective Financial Group —Warrington
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Financial Planner
Evelyn Partners —Liverpool
- Full-time
- Hybrid work
- Communication skills
Quick apply
1d
Financial Planning Administrator - 12-month FTC
Attivo Group —Liverpool
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
Paraplanner
Eventus Recruitment Group —Knutsford
- £45,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Office
- Financial services
Paraplanner
Perspective Financial Group —Crewe
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Client Administrator - Manchester
Atomos —Sale
- Hybrid work
- Communication skills
13d
Client Administrator
Evelyn Partners —Liverpool
- Full-time
- Administrative experience
- Organisational skills
- IT
Quick apply
12d
Senior Client Manager
Equilibrium Financial Planning —Wilmslow
- £50,000 - £70,000 a year
- Annual leave
- Work from home
Client Manager
Equilibrium Financial Planning —Wilmslow
- £32,000 - £50,000 a year
- Annual leave

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Graduate Financial Planning Programme 2026

Oakmere Wealth Management
Northwich

Quick apply

Job details

Permanent | Full-time
£25,000 a year
2 days ago

Benefits

Health & wellbeing programme
Financial planning services
Free flu jabs
Company pension
On-site parking

Qualifications

Financial planning
Pension
Bachelor's degree
Mentoring
Financial services
Estate planning
Tax experience
Certificate in Insurance

Full job description

Graduate Financial Planning Programme 2026

Location: Northwich, Cheshire

Salary £25,000 per annum

Start Date: 21 September 2026

Job Type: Full-time / Permanent / Office based / Monday-Friday

Build a career that makes a difference.

Are you looking for more than just your first graduate job?

At Oakmere Wealth, we believe financial planning is about far more than money. It's about helping people make confident decisions, achieve their goals and live the lives they've worked hard to build.

Our Graduate Financial Planning Programme has been carefully designed to develop the next generation of exceptional financial planning professionals.

Over four years, you'll combine professional qualifications with real client experience, structured mentoring and hands-on learning, following a clear pathway towards becoming a Chartered Financial Planner.

If you're ambitious, curious and passionate about helping people, we'd love to hear from you.

About the Programme

Our Graduate Financial Planning Programme provides the perfect balance between professional study and practical experience.

Throughout the programme you'll:

Work towards Chartered Financial Planner status.
Learn directly from experienced Chartered Financial Planners.
Observe client meetings.
Build technical knowledge across pensions, investments, tax, trusts and estate planning.
Learn how professional financial planning recommendations are developed.
Support Financial Planners in delivering an exceptional client experience.
Develop confidence through structured learning, coaching and mentoring.

Every stage of your development is supported through regular reviews, technical coaching and dedicated mentoring.

What You'll Be Doing

No two days are ever the same. During the programme you'll gain experience across every aspect of financial planning, including:

Supporting client meetings.
Preparing meeting documentation.
Pension and investment research.
Cashflow modelling.
Estate and trust planning.
Tax planning.
Financial planning software.
Client relationship management.
Regulatory and compliance requirements.
Supporting the delivery of outstanding client service.

As your knowledge and confidence grow, so will your responsibilities.

What we'll Invest in You

We're committed to helping you become the very best financial planning professional you can be.

You'll receive:

Full funding for all CII professional qualifications.
Paid study leave.
Structured learning and development.
Dedicated one-to-one mentoring.
Quarterly development reviews.
Technical coaching from experienced professionals.
Real client exposure from the start of your career.
Professional subscriptions.
Continuous learning opportunities.
A supportive, collaborative team environment.

Your Career with Oakmere

This programme is designed to build long-term careers.

You'll join Oakmere Wealth as an Adviser Assistant, working alongside our experienced Financial Planners.

As your knowledge, experience and confidence develop, you'll have the opportunity to progress into a Financial Planner role, with further opportunities to develop into senior financial planning and leadership positions as Oakmere Wealth continues to grow.

Who We're Looking For

We're looking for graduates who are curious, ambitious and genuinely passionate about helping people.

Previous financial services experience isn't required. What matters most is your attitude, willingness to learn and commitment to developing a professional career.

You'll ideally:

Enjoy learning and continuous development.
Build relationships easily and communicate with confidence.
Have excellent attention to detail.
Enjoy solving problems.
Take pride in producing high-quality work.
Share our L.E.A.D. values (Lead with people first, Empowering, Authentic & Dynamic)
Be committed to building a long-term career in financial planning.

How to Apply

To apply, please submit:

Your CV
A covering letter explaining why you'd like to join Oakmere Wealth and what attracts you to a career in financial planning.

Applications must be submitted via Indeed or emailed directly to our Operations & Finance Manager Amy Collins at [email protected].

Closing date for applications: Friday 7th August 2026

Recruitment agencies: Thank you for your interest; however, we are not engaging recruitment agencies for this vacancy. Please refrain from contacting us or submitting unsolicited CVs

Oakmere Wealth is committed to fostering an inclusive, diverse and equitable workplace. We welcome applications from individuals of all backgrounds and are proud to be an equal opportunities employer.

Pay: £25,000.00 per year

Benefits:

Financial planning services
Free flu jabs
Health & wellbeing programme
On-site parking

Application question(s):

Please upload a cover letter

Education:

Bachelor's (required)

Work Location: In person

Quick apply

Refine Your Search

financial planner jobs in kelsall, chs

Graduate Financial Planning Programme 2026

IFA Administrator - Full Time

Client Administrator - Chester

Financial Adviser (Warrington)

Financial Planner

Financial Planning Administrator - 12-month FTC

Paraplanner

Paraplanner

Client Administrator - Manchester

Client Administrator

Senior Client Manager

Client Manager

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