Senior Financial Planner - Hybrid, Established Client Portfolio

Financial Planning Firm; Chester; Híbrido; GBP 45.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid working (3 days in office, 2 at

On-site parking

Descripción de la vacante

Titan Wealth is seeking an experienced Financial Planner to join their Chester office and continue the firm’s growth in the region. You will inherit a mature client portfolio and work with a supportive team to provide holistic financial planning.

This hybrid role offers three days in the office and two from home, with on-site parking available. The firm welcomes professionals who value relationship-led client service and long-term client outcomes.

Formación

• Previous experience as a Financial Planner / Financial Adviser.
• Level 4 Diploma qualified (minimum).
• Strong relationship-building and communication skills.
• Client-centric approach to financial planning.
• Stable and consistent career history.

Responsabilidades

• Deliver holistic financial planning advice for a broad range of needs.
• Manage long-term client relationships across retirement, investments, pension, estate and protection planning.
• Collaborate with support team to focus on client outcomes and relationship management.
• Develop intergenerational wealth planning with clients.

Educación

Level 4 Diploma

Descripción del empleo

Titan Wealth is seeking an experienced Financial Planner to join their Chester office and continue the firm’s growth in the region. You will inherit a mature client portfolio and work with a supportive team to provide holistic financial planning.

This hybrid role offers three days in the office and two from home, with on-site parking available. The firm welcomes professionals who value relationship-led client service and long-term client outcomes.