Job Title: Chartered Financial Planner

Salary: £90,000–£120,000 + bonus + benefits

About the Role:

A Chartered, independent mid-cap wealth management firm in the North West is seeking an experienced Chartered Financial Planner to join their growing team. This is a fantastic opportunity to work closely with a well-established network of professional services partners, including solicitors, accountants, and tax advisers, providing access to high-net-worth clients.

Key Responsibilities of a Chartered Financial Planner:

• Advise UHNW clients on a full spectrum of financial planning needs
• Work closely with established professional services partners to develop and manage client relationships
• Shape your own diary and client proposition with full autonomy
• Deliver tailored advice supported by a dedicated PA and paraplanning team

What We’re Looking For in a Chartered Financial Planner:

• Chartered Financial Planner qualification with a proven track record
• Strong client relationship management skills
• Ability to work independently and deliver a high standard of advice
• Motivated, organised, and committed to providing exceptional client service

What’s on Offer:

• Competitive base salary plus bonus and benefits
• Additional incentives for client following
• Access to well-developed referral streams, giving immediate exposure to UHNW clients
• Full autonomy over your working day and the ability to put your own stamp on your client proposition

This is a rare opportunity to join a respected, client-focused firm with a strong professional network and real career progression