Chartered Financial Planner
Location
Alderley Edge, England
Job Type
Full-time
Category
Financial Specialists
Posted
June 23, 2026
Our client is seeking a Chartered Financial Planner to take on a senior role within our close-knit and client-focused team. This opportunity has arisen due to the planned departure of a seasoned planner and represents a chance to inherit a well-established client bank of approximately 75–85 clients, representing circa £400k in annual recurring revenue.
Key Responsibilities:
· Manage and nurture an existing client bank, building strong relationships swiftly and effectively.
· Conduct impactful client review meetings and deliver tailored financial planning advice.
· Utilise cash flow model...