Chartered Financial Advisor

Job Ref

91053

Location

Stockton-on-Tees

Salary

£55,000 - £75,000 Per Annum

Employment Type

Permanent

• Location: STOCKTON-ON-TEES, County Durham
• Type: Permanent
• Job #91053
• Salary: £55,000 - £75,000 Per Annum

Chartered Financial Planner

Up to £75,000 Basic Salary + Bonus + Benefits Are you a Chartered Financial Planner looking for an opportunity that offers genuine career progression, future succession potential, and the ability to make a real impact?

A highly regarded and ambitious wealth management firm in the North East is looking to appoint an experienced Chartered Adviser to join its growing team. This is an exciting opportunity to become part of a business with a strong reputation, an established client base, and clear plans for the future.

Why This Opportunity Stands Out

Basic salary up to £75,000 Attractive bonus structure

Flexible working arrangements

Established and loyal client base

Future succession opportunities within the business

Long-term career development with a respected financial planning firm

As part of the firm’s growth strategy, there is a genuine opportunity for the successful adviser to become a key figure within the business. With succession planning already on the horizon, this role offers far more than just another advisory position. It offers the chance to build a lasting career within a forward-thinking practice.

The Role

You will provide holistic financial planning advice across pensions, investments, retirement planning, protection, and estate planning, building long term relationships and delivering outstanding client outcomes.

This is an ideal opportunity for an adviser who enjoys developing strong client relationships and wants to be part of a business where their contribution is recognised and rewarded.

About You To be considered, you must:

• Hold Chartered Financial Planner status
• Have a strong track record of delivering high quality financial advice
• Be passionate about building and maintaining long term client relationships
• Possess excellent communication and interpersonal skills

Candidates with an existing client following or strong business development capabilities will be viewed favourably.

If you’re a Chartered Financial Planner looking for a career defining opportunity with genuine long-term prospects, we’d love to hear from you. FilesFiles