Financial Planner
 Pensions and Retirement
 Cheshire
£60,000 - £70,000

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Financial Planner

Ref: 2123| Posted: 19th Nov 2025

A well-established Financial Planning business in Chester, Cheshire is seeking a qualified Financial Planner to join its expanding team. This permanent Financial Planner job offers remote, hybrid or office-based working depending on your preference and location. The employer offers an exceptional competitive advantage: the opportunity to receive an almost unlimited supply of high-quality, warm leads with average investable assets of £500k. These leads are generated both through a national strategic partnership and ongoing advertising in major national newspapers, significantly boosting adviser visibility and client acquisition opportunities.

Key Responsibilities

  • Manage an ongoing flow of high-quality, pre-qualified warm leads.

  • Build long-term client relationships through holistic financial advice.

  • Create tailored financial plans aligned with client goals and life-stage needs.

  • Work collaboratively with internal teams to deliver strategy-led financial planning solutions.

  • Stay up to date with regulatory changes and wider market developments.

  • Achieve performance objectives and contribute to overall business growth.

  • Provide advice across investment planning, retirement strategy, estate planning and tax-efficient structures.

Requirements

  • Highly experienced Holistic Financial Planner or Financial Adviser.

  • Proven track record nurturing and progressing the case pipeline through to completions.

  • Proven experience working with high-net-worth clients.

  • Motivated, proactive and commercially minded, with strong closing skills.

  • Excellent communication and interpersonal abilities.

  • Ability to provide tailored advice and manage complex client circumstances.

  • Relevant financial planning qualifications and FCA authorisation.

Benefits

  • Salary £60,000 – £70,000 depending on experience.

  • Lucrative quarterly bonus scheme.

  • 25 days holiday plus bank holidays.

  • Group Life Scheme and DIS.

  • Excellent pension.

  • Remote, hybrid or office-based flexibility.

  • Almost unlimited supply of warm leads averaging £500,000 in investable assets.

  • Increased brand visibility through the firm’s regular advertising in national newspapers.

About the Employer

The employer is a privately-owned Financial Planning firm with a strong presence in Cheshire and a national reach. Known for its high-quality independent advice and adviser-centric model, the firm supports advisers through technology, administrative infrastructure, and premium lead generation. With a strategic national partnership and frequent advertising in major UK newspapers, the business provides exceptional opportunities for growth, visibility and client acquisition.

How to Apply

To apply for this Financial Planner job or explore similar Financial Adviser jobs across, please contact:
Duncan McIlroy – Eventus Recruitment Group
Email: duncan.mcilroy@eventusfinance.com
Phone: 07950 472 004