Head of Financial Planning
- Location: Chester, UK
- Job Type: Full-Time, Permanent
- Salary: £60,000 - £70,000 + Bonus
Join a progressive, client focused solicitors firm in Chester as their Head of Financial Planning.
This Chester based firm is looking for an experienced Financial Adviser who is ready to step into a leadership role, while still advising clients, to shape and grow the in-house financial planning division.
Key Responsibilities:
- Lead and develop the financial planning team within the firm.
- Continue providing holistic financial advice to private and business clients.
- Work closely with solicitors on matters like estate planning, divorce, and trust management.
- Help shape and deliver the firm’s integrated legal and financial offering.
- Ensure FCA compliance and uphold high client care standards.
- Support future recruitment and development of junior planners/paraplanners & Financial Advisors.
What We’re Looking For:
- Level 4 Diploma in Regulated Financial Planning.
- Authorised Financial Adviser with at least 5 years of advisory experience
- Leadership or team management experience
- Strong communication and relationship-building skills
What You’ll Get:
- Competitive salary with performance bonuses
- A dual role: lead the team and keep advising clients
- Warm referrals from an established legal client base
- Professional growth in a collaborative, forward-thinking environment
- Flexible working options considered
I’d like to hear from you and discuss the vacancy in more detail. Please click to apply: