Eden Rose
Chartered Financial Advisor
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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.
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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.
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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.
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