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Senior Financial Planner: IHT, VCT, EIS & SIPP Specialist

Job in Chester, Cheshire, CH1, England, UK
Listing for: Ferguson Dean
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A regional professional practice in Chester is seeking a new Adviser to enhance their Private Client team. The role involves conducting portfolio reviews, collaborating with clients on complex matters, and ensuring compliance with up-to-date regulations. Ideal candidates should possess proficiency in IHT, VCT, EIS, and SIPP/SSAS schemes, along with experience in cash flow modeling and financial planning. An excellent salary, earnings potential, and support are offered.
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Position Requirements
10+ Years work experience
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