Senior Chartered Financial Planner - Client Growth Leader

  • Heat Recruitment
  • Stoke-on-trent, Staffordshire
  • Apr 16, 2026
Full time Banking

Job Description

Job Postings
  • Paraplanner/Junior Paraplanner - Newcastle-Under-Lyme - Up to £38,000. We are working with a National IFA who are looking for someone with Paraplanning experience to join their Staffordshire office. The company have a presence across the UK and focus on bespoke
  • Independent Financial Adviser - Stoke-On-Trent - Up to £65,000. We are working with a well-established IFA with a loyal and local client base looking for a new adviser to join their team. They have grown well over the last 2/3
  • Paraplanner - Cheshire / Hybrid. Salary: £30,000 - £40,000 per year. Benefits: Company pension, life insurance, private medical insurance. About the Role: We are seeking an experienced Paraplanner to join a growing financial planning firm in Cheshire. This is a
  • Job Title: Senior Chartered Financial Planner. Location: Alderley Edge, Cheshire. Employment Type: Permanent. Role Overview: A well-established, client-focused financial planning firm is seeking a Senior Chartered Financial Planner to take ownership of an existing client bank. This is a high-responsibility
  • IFA Client Services Administrator - Cheshire - Up to £30,000. Purpose of the Role: This position is focused on processing new business, servicing existing clients, and supporting the delivery of ongoing advice. The role includes platform-based work, generating illustrations, and