Financial Planner
Financial PlannerLocation: KnutsfordContract: PermanentSalary: £70,000 - £80,000 per annum + bonuses Start Date: FlexibleContact: .ukJob DescriptionService Care Solutions are recruiting for a Financial Planner to join a Chartered independent financial planning firm based in Knutsford. The firm provides bespoke financial planning advice to individuals, families and business owners, helping clients manage their finances and plan for long-term financial security. As a Financial Planner, you will work closely with clients to understand their financial objectives and provide clear, structured advice across areas such as retirement planning, investments, and tax-efficient wealth management. The role will involve building long-term relationships and delivering tailored financial strategies aligned to each client''s goals.Key Responsibilities Provide holistic financial planning advice covering pensions, investments, retirement planning and tax-efficient strategies.Conduct client fact-find meetings to understand financial circumstances and long-term goals.Develop bespoke financial plans and recommendations tailored to individual client needs.Present advice clearly and support clients through implementation of recommendations.Build and maintain long-term relationships with clients.Conduct regular review meetings to ensure financial plans remain aligned with client objectives.Work closely with paraplanners and administrative support teams to deliver high-quality advice.Ensure all clien
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