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Job Title: Senior Chartered Financial Planner
Location: Alderley Edge, Cheshire
Employment Type: Permanent
Role Overview:
A well-established, client-focused financial planning firm is seeking a Senior Chartered Financial Planner to take ownership of an existing client bank. This is a high-responsibility role offering the opportunity to manage and grow a portfolio of high-net-worth clients while contributing to the strategic direction of the firm.
Key Responsibilities:
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Manage and develop relationships with an existing client bank, delivering tailored financial planning advice.
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Conduct client review meetings and provide actionable, client-centric financial plans.
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Utilise cash flow modelling software to support planning and reporting.
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Act as a senior member of the team, providing guidance and mentorship where appropriate.
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Support strategic initiatives and contribute to the ongoing growth of the firm.
Candidate Profile:
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Chartered Financial Planner status is essential.
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Strong interpersonal skills, confidence, and emotional intelligence in client interactions.
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Proficient in cash flow planning, client review processes, and financial strategy development.
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Collaborative team player who thrives in a supportive and professional environment.
Opportunities:
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Take ownership of a well-established client bank with significant recurring revenue.
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Join a firm poised for growth, with access to wider resources and support.
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Work within a team committed to delivering first-class service and long-term client relationships.