Senior Financial Planner

7 days ago


Chester, Cheshire, United Kingdom CleverHR Full time
Job Overview

CleverHR is seeking an experienced Senior Financial Planner to join our team in Chester. This is a well-established and successful Corporate Chartered Practice that delivers comprehensive advice to HNW clients and Business Owners across the region.

The ideal candidate will have a track record of building long-term relationships with clients, covering all aspects of financial planning, wealth creation, optimisation, and protection. They will also possess excellent knowledge of tax planning, investments, pensions, and retirement options.

This is an excellent opportunity for a professional adviser looking to progress their career, with potential future directorship.

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