Chartered Financial Planner

Independent Resourcing Consultancy Ltd; Alderley Edge; Hybrid; GBP 75,000; Full time

Job summary

A leading North West-based financial advisory firm is seeking an experienced Financial Planner in Alderley Edge. The role offers a basic salary of circa £75,000 per annum, flexible working arrangements, and an excellent opportunity for personal and professional development. Successful candidates will provide holistic financial advice and manage client investments, ensuring exceptional service and relationship management.

Qualifications

• Proven track record of delivering high-quality advice and exceptional client service.
• Ambitious and focused with a passion for financial services.
• Experience in providing holistic financial advice to personal and corporate clients.

Responsibilities

• Construct and manage investment portfolios for clients.
• Provide cashflow planning and modelling services.
• Advise on pension and retirement planning strategies.
• Conduct inheritance tax and estate planning assessments.
• Regularly review investments and assess client goal progress.

Skills

Investment and portfolio construction

Cashflow planning and modelling

Pension and retirement planning

Inheritance tax and estate planning

Exceptional relationship management

Education

Diploma/Chartered qualified Adviser

Job description

Overview

A leading North West-based Independent Financial Adviser firm is offering an exciting employed opportunity for an experienced Financial Planner to join their successful practice.

The firm’s prestigious office is located in Alderley Edge and offers flexible working arrangements, the support of a well-established client base, and a full benefits package, including a basic salary circa £75,000 per annum.

This is a fantastic chance to elevate your career within a highly successful IFA practice. The firm is very supportive of personal and professional development and maintains a flexible approach to hybrid working.

Responsibilities

• Investment and portfolio construction
• Cashflow planning and modelling
• Pension and retirement planning
• Inheritance tax and estate planning
• Business investment and protection
• Capital protection
• Life planning and goal setting

Additionally, you will carry out ongoing investment reviews, regularly assess progress towards client goals, and support relationships with professional partners across legal, tax, probate, and accountancy disciplines.

About You

You will be an ambitious and focused individual with a genuine passion for financial services and a strong desire for a long-term career. You will have a proven track record of achievement that reflects your commitment to delivering high-quality advice and exceptional service to clients.

Exceptional relationship management skills are essential, along with being a technically strong Diploma/Chartered qualified Adviser.

As a career-driven professional, you will appreciate the benefits of a collaborative, client-focused, and results-oriented approach. Experience in providing holistic financial advice to both personal and corporate clients is highly desirable.