Financial Planner

4 days ago


Macclesfield, United Kingdom Ferguson Dean Limited Full time

An opportunity has arisen for a Financial Planner to join a practice in Stockport. The firm are ideally looking for an individual at the start of their advice career to join them to work with a Senior Adviser in the firm to take over a portfolio of HNW clients in the Cheshire region. You will also provide a support role with a view to taking over the portfolio in an agreed time frame.

The firm

A leading financial planning firm in Stockport.

The role

Providing holistic planning to clients across Cheshire.

Attending meetings with the Senior Adviser and taking over the portfolio after meetings with the clients.

Use of cashflow modelling and lifestyle planning as required.

Other tasks etc as required

In return you will receive competitive salary, benefits and uncapped OTE.


  • Financial Planner

    6 days ago


    Macclesfield, Cheshire East, United Kingdom Exchange Street Claims & Financial Services Full time

    Unlock Your Potential as a Financial PlannerAre you a motivated and experienced financial professional looking for a new challenge? Do you want to work for a company that values balance and fairness? Look no further!At Exchange Street Claims & Financial Services, we're committed to providing our clients with exceptional service and support. As a Financial...

  • Financial Planner

    6 days ago


    Macclesfield, Cheshire East, United Kingdom Exchange Street Claims & Financial Services Full time

    Unlock Your Potential as a Financial PlannerAre you a motivated and experienced financial professional looking for a new challenge? Do you want to work for a company that values balance and fairness? Look no further!At Exchange Street Claims & Financial Services, we're committed to providing our clients with exceptional service and support. As a Financial...

  • Financial Planner

    7 days ago


    Macclesfield, Cheshire East, United Kingdom Exchange Street Claims & Financial Services Full time

    Unlock Your Potential as a Financial PlannerAre you a motivated and experienced financial professional looking for a new challenge? Do you want to work for a company that values balance and fairness? Look no further!At Exchange Street Claims & Financial Services, we're committed to providing our clients with exceptional service and support. As a Financial...

  • Financial Planner

    7 days ago


    Macclesfield, Cheshire East, United Kingdom Exchange Street Claims & Financial Services Full time

    Unlock Your Potential as a Financial PlannerAre you a motivated and experienced financial professional looking for a new challenge? Do you want to work for a company that values balance and fairness? Look no further!At Exchange Street Claims & Financial Services, we're committed to providing our clients with exceptional service and support. As a Financial...

  • Financial Planner

    13 hours ago


    Macclesfield, Cheshire East, United Kingdom Exchange Street Claims & Financial Services Full time

    Find Balance in Your CareerAt Exchange Street Claims & Financial Services, we understand that a successful career is about finding a balance between hard work and rewarding outcomes. That's why we're looking for a talented Financial Planner to join our team.As a Financial Planner, you'll have the opportunity to work with a diverse range of clients, helping...

  • Financial Planner

    11 hours ago


    Macclesfield, Cheshire East, United Kingdom Exchange Street Claims & Financial Services Full time

    Find Balance in Your CareerAt Exchange Street Claims & Financial Services, we understand that a successful career is about finding a balance between hard work and rewarding outcomes. That's why we're looking for a talented Financial Planner to join our team.As a Financial Planner, you'll have the opportunity to work with a diverse range of clients, helping...

  • Financial Planner

    2 weeks ago


    Macclesfield, Cheshire East, United Kingdom Exchange Street Claims & Financial Services Full time

    Unlock Your Potential as a Financial PlannerAre you a motivated and experienced financial planner looking for a new challenge? Do you want to work for a company that values balance and fairness? Look no further than Exchange Street Claims & Financial Services.About the RoleWe are seeking a level 4 adviser (level 6 would be great) with a proven track record...

  • Financial Planner

    1 week ago


    Macclesfield, Cheshire East, United Kingdom Exchange Street Claims & Financial Services Full time

    Unlock Your Potential as a Financial PlannerAre you a motivated and experienced financial planner looking for a new challenge? Do you want to work for a company that values balance and fairness? Look no further than Exchange Street Claims & Financial Services.About the RoleWe are seeking a level 4 adviser (level 6 would be great) with a proven track record...

  • Financial Planner

    1 week ago


    Macclesfield, Cheshire East, United Kingdom Exchange Street Claims & Financial Services Full time

    Unlock Your Potential as a Financial PlannerAre you a motivated and experienced financial planner looking for a new challenge? Do you want to work for a company that values balance and fairness? Look no further than Exchange Street Claims & Financial Services.About the RoleWe are seeking a level 4 adviser (level 6 would be great) with a proven track record...

  • Financial Planner

    1 week ago


    Macclesfield, Cheshire East, United Kingdom Exchange Street Claims & Financial Services Full time

    Unlock Your Potential as a Financial PlannerAre you a motivated and experienced financial planner looking for a new challenge? Do you want to work for a company that values balance and fairness? Look no further than Exchange Street Claims & Financial Services.About the RoleWe are seeking a level 4 adviser (level 6 would be great) with a proven track record...

  • Financial Planner

    1 week ago


    Macclesfield, Cheshire East, United Kingdom Exchange Street Claims & Financial Services Full time

    Unlock Your Potential as a Financial PlannerAre you a motivated and experienced financial planner looking for a new challenge? Do you want to work for a company that values balance and fairness? Look no further than Exchange Street Claims & Financial Services.About the RoleWe are seeking a level 4 adviser (level 6 would be great) with a proven track record...

  • Financial Planner

    1 week ago


    Macclesfield, Cheshire East, United Kingdom Exchange Street Claims & Financial Services Full time

    Unlock Your Potential as a Financial PlannerAre you a motivated and experienced financial planner looking for a new challenge? Do you want to work for a company that values balance and fairness? Look no further than Exchange Street Claims & Financial Services.About the RoleWe are seeking a level 4 adviser (level 6 would be great) with a proven track record...

  • Financial Planner

    2 weeks ago


    Macclesfield, Cheshire East, United Kingdom Exchange Street Claims & Financial Services Full time

    Find Your Balance in Financial PlanningWe're looking for a skilled Financial Planner to join our team at Exchange Street Claims & Financial Services. As a Financial Planner, you'll play a crucial role in helping our clients achieve their financial goals and find a better balance between their work and personal life.What We OfferA competitive starting salary...

  • Financial Planner

    2 weeks ago


    Macclesfield, Cheshire East, United Kingdom Exchange Street Claims & Financial Services Full time

    Find Your Balance in Financial PlanningWe're looking for a skilled Financial Planner to join our team at Exchange Street Claims & Financial Services. As a Financial Planner, you'll play a crucial role in helping our clients achieve their financial goals and find a better balance between their work and personal life.What We OfferA competitive starting salary...

  • Financial Planner

    2 weeks ago


    Macclesfield, Cheshire East, United Kingdom NJR Recruitment Full time

    About the RoleWe are seeking an experienced Financial Planner to join our team at NJR Recruitment. As a Financial Planner, you will be responsible for managing a well-established client bank and acquiring new clients through referrals and proactive presentations.Key ResponsibilitiesConduct thorough fact finds and present financial options to clientsWork with...

  • Financial Planner

    2 weeks ago


    Macclesfield, Cheshire East, United Kingdom NJR Recruitment Full time

    About the RoleWe are seeking an experienced Financial Planner to join our team at NJR Recruitment. As a Financial Planner, you will be responsible for managing a well-established client bank and acquiring new clients through referrals and proactive presentations.Key ResponsibilitiesConduct thorough fact finds and present financial options to clientsWork with...

  • Financial Planner

    3 weeks ago


    Macclesfield, Cheshire East, United Kingdom NJR Recruitment Full time

    About the RoleWe are seeking an experienced Financial Planner to join our team at NJR Recruitment. As a Financial Planner, you will be responsible for managing a well-established client bank and acquiring new clients through referrals and proactive presentations.Key ResponsibilitiesConduct thorough fact finds and present financial options to clientsWork with...

  • Financial Planner

    3 weeks ago


    Macclesfield, Cheshire East, United Kingdom NJR Recruitment Full time

    About the RoleWe are seeking an experienced Financial Planner to join our team at NJR Recruitment. As a Financial Planner, you will be responsible for managing a well-established client bank and acquiring new clients through referrals and proactive presentations.Key ResponsibilitiesConduct thorough fact finds and present financial options to clientsWork with...

  • Financial Planner

    12 hours ago


    Macclesfield, Cheshire East, United Kingdom Ferguson Dean Limited Full time

    About the RoleFerguson Dean Limited is seeking a skilled Financial Planner to join their team in Stockport. As a Financial Planner, you will work closely with a Senior Adviser to provide holistic planning to high net worth clients across the Cheshire region.Key ResponsibilitiesProvide financial planning services to clients, including cashflow modelling and...

  • Financial Planner

    3 days ago


    Macclesfield, Cheshire East, United Kingdom Ferguson Dean Limited Full time

    About the RoleFerguson Dean Limited is seeking a skilled Financial Planner to join their team in Stockport. As a Financial Planner, you will work closely with a Senior Adviser to manage a portfolio of high net worth clients in the Cheshire region.Key ResponsibilitiesProvide holistic planning to clients across Cheshire, utilizing cashflow modelling and...