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