Lead Financial Planner – Opportunity to Grow with a Premier Advisory Firm
Location: Chester
Salary: £60,000 – £90,000 basic + Bonus + Car Allowance + Private Medical Insurance
Type: Full-time, Office-Based
Shape your future. Build lasting client relationships. Thrive in a firm that invests in you.
A long-established and highly respected Independent Financial Advisory firm with a presence across Cheshire, Shropshire and North Wales is seeking an experienced and entrepreneurial Financial Adviser to join its team in Chester.
This is a rare opportunity to join a firm that combines stability with growth, offering high-quality client leads, full administrative and paraplanning support, and the infrastructure to help you grow your portfolio and elevate your advisory career.
Why This Opportunity Stands Out
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Competitive salary up to £90,000 basic (DOE)
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Bonus scheme linked to performance and growth
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Car allowance
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Private Medical Insurance
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Full administrative and paraplanning support
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Warm leads provided – ready for development
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Clear progression path and a collaborative team culture
What You’ll Be Doing
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Develop and grow your own portfolio of clients, starting with firm-provided leads
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Identify and convert new external business opportunities
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Deliver holistic financial planning advice across pensions, investments, protection, and corporate planning
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Provide an exceptional client experience focused on long-term relationship building
What We’re Looking For
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Level 4 Diploma qualified (Chartered or working towards Chartered highly desirable)
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Proven success in a target-driven, advice-led role
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Entrepreneurial mindset with a commitment to self-development
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Technically strong across all areas of financial planning
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Confident communicator with polished interpersonal skills
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Self-motivated and organised, with a client-first approach
This is a fantastic opportunity for an experienced adviser to take the next step in their career with a firm that offers both support and autonomy.