Financial Planner Expert

5 days ago


Nantwich, Cheshire East, United Kingdom Atherton & Associates Wealth Management Full time

About the Role as a Financial Planner:

Atherton & Associates Wealth Management is seeking a motivated and experienced Financial Planner to join our expanding team based in Nantwich, Cheshire.

The ideal candidate will have a strong desire to provide high-quality advice and service to clients, with a detailed knowledge of Inheritance Tax Planning and Defined Contribution pensions.

You will be responsible for offering regulated financial advice to clients, working with a range of financial products including pensions, inheritance tax, and investment optimization.

As a key member of our team, you will receive bespoke support to ensure a smooth transition into our business, including existing client servicing opportunities, specialist advice, technical support, and exceptional marketing support.

We are committed to providing a collaborative and supportive environment that allows you to build your potential and further your career, network, and clients.

Salary Range: £30,000.00-£90,000.00 per year

Work Schedule: Monday to Friday (Hybrid remote)

Key Responsibilities:

  • Provide regulated financial advice to clients
  • Work with a range of financial products, including pensions, inheritance tax, and investment optimization
  • Develop and maintain relationships with clients
  • Collaborate with colleagues to achieve business development and growth targets

Qualifications and Skills:

  • Level 4 qualified Diploma in Financial Planning or Regulated Financial Planning is essential
  • Detailed knowledge of Inheritance Tax Planning and Defined Contribution pensions
  • Ability to manage complexity and coordinate across multiple departments under strict deadlines
  • Excellent written and verbal communication skills

What We Offer:

  • Bespoke support for a smooth transition into our business
  • Existing client servicing opportunities
  • Specialist advice and technical support
  • Exceptional marketing support
  • Streamlined administration allowing more face-to-face time with clients

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