Chartered Financial Planner

Be part of a well-established Altrincham based financial planning team who put the customer first and do things just a little bit differently.

You are an established adviser, with competent status and some loyal customers already. We don’t mind how many customers you have, and you won’t mind working hard.

You will fit in here if you also like talking to new people about financial planning; you will be generous with your time and information and you will understand their point of view. You will also be clear about what is advice and when a fee agreement needs to be in place.

You will want to settle into a great long-term role, doing what you do best - looking after your customers, whether they need transactional work (mortgage, workplace pension, a one-off plan) or a deep retainer (being there, re-balancing, checking progress against their goals, planning round tax allowances).

Our admin support will let you make the best use of your time and you will know the whole team well. We believe it’s only worth driving to the office when it will help, but we do believe that it helps to be here a lot. In the office with us, you can plan, chat about cases, hand cases to admin, plan your week (and holiday cover!), have coaching meetings and of course welcome customers into the office for their meetings.

We want a new team member who can become a shareholding director, who wants to be coached to reach their full potential and who is receptive to new ideas.

We are a small, Chartered company, ten years old and we are really proud of what we do. We have two advisers, three administrators and remote paraplanning support and we have room for one more Chartered (or nearly Chartered) adviser. Have a look at us here and send us your CV. No agents please.