Chartered Financial Planner - Cheshire

  • BWD Search & Selection
  • Wilmslow, Cheshire
  • Oct 09, 2025
Full time Banking Finance

Job Description

Excellent opportunity to become the lead Financial Planner in the Cheshire office of a growing Chartered IFA firm. The firm has built an excellent reputation for providing high quality, cash flow modelling led financial planning to affluent and HNW families in the region. In addition to taking over a high quality client base of c£60M (c80 households - range £500K-3M), you will act as a mentor to the advisory team and work with the MD to develop the office. The role offers one-to-one paraplanning and admin support, an exceptional bonus structure and excellent career progression opportunities. The ideal candidate will be a driven, experienced, high calibre Chartered Financial Planner.