Following Titan Wealth's acquisition of Innes Reid , we are seeking an experienced Financial Planner to join the Chester office and play a key role in the next chapter of the firm's growth.
Established for over 26 years, Innes Reid has built an outstanding reputation within the financial planning market through entirely organic growth. The business employs around 30 people, including 10 Financial Planners, and generates between 40 and 60 client enquiries every month through its strong reputation and referral network.
The firm takes a selective approach to client onboarding, focusing on building long-term relationships with individuals and families who value high-quality financial advice. Their client base primarily consists of professionals, business owners, self-employed individuals and retirees seeking trusted, holistic financial planning support.
The Opportunity
This position has arisen due to the planned retirement of a long-serving Director who has been with the business for more than 20 years.
As a result, the successful Financial Planner will inherit a mature and established client portfolio, providing an exceptional platform from which to build a long-term and successful career.
The portfolio consists of approximately:
- 200–230 households
- Over £450,000 in recurring annual revenue
- Significant assets under management
- A loyal and established client base
- Continued access to quality leads generated by the business
Alongside inheriting existing relationships, you will also benefit from ongoing lead generation and referral opportunities, creating scope for further growth over time.
Vacancy posted a month ago
Similar jobs that could be interesting for youBased on the Senior Financial Planner in Chester, Cheshire vacancy
- £33k - £44k per annumEstimatedCompany: LIME PROFESSIONAL SERVICES Job Type: Permanent, Full Time Salary: £30000 - £40000/annum £30-40k +bensSuggestedPermanentFull-timeTraineeship
£40k - £46k per annum
...currently looking for a detail-oriented and analytical Paraplanner to join their team in Chester. In this role, you will work closely with Financial Advisors to support the financial planning process and ensure the delivery of high-quality advice to our clients....SuggestedPermanentHybrid workingOn-site- £49k - £63k per annumEstimated...Job Title: Financial Analyst - Global Liquidity Management Corporate Title : up to Vice President Location: Chester Company... ...operational risk in the process Work on ad-hoc projects for senior management and/or regulators What we are looking for: Good...SeniorLong-term contractOn-siteFlexible hours
£80k per annum
...Job Title Providing holistic financial planning advice to existing NFU Mutual customers Partnering with local Agencies of NFU Mutual and developing relationships with their customers Field based with frequent travel to include a select combination of the following...SuggestedPermanentFull-time1 day/week£300 - £450 per day
Company: ALDWYCH CONSULTING LTD Job Type: Daily Salary: £300 - £450 per daySenior£30k - £33k per annum
...The key responsibilities of the Payroll Senior include: Manage end-to-end payroll processing for a variety of clients, ensuring accuracy and compliance with regulations. Prepare and submit payroll-related reports, including statutory filings such as PAYE and National...SeniorPermanent£90k - £100k per annum
...As a trusted adviser to senior operational leaders, you will: Partner with the site Director and senior leadership teams to shape and deliver the site's people strategy. Drive organisational effectiveness, leadership capability and workforce planning. Lead employee...Senior£30k - £40k per annum
Finance & Accounting Recruitment Consultant Chester-based Opportunity with Leading Recruitment Agency About the Role We are seeking an ambitious and dynamic Recruitment Consultant to join our established finance and accounting recruitment team in Chester. This is an...Full-timeHybrid workingFlexible hours- £33k - £44k per annumEstimatedA fantastic opportunity has arisen to join a rapidly expanding leading Firm of Chartered Accountants in the Business Services department of their Chester office. This position could be the next step in the career of an AAT qualified, QBE or ACA/ACCA part qualified/qualified...SeniorPermanentOn-site
£40k - £43k per annum
...Prepare and review statutory accounts and financial statements for clients. Manage and oversee client accounts, ensuring accuracy and compliance with regulations. Provide expert advice on tax planning and financial strategies. Support junior team members through mentoring...SeniorPermanent£40k - £60k per annum
...Senior Recruitment Consultant - Industrial Basic to £28,000 High OTE plus large company benefits. A rare opportunity to join a thriving... ...a company that invests in its people and the opportunity to be financially rewarded for your efforts then this could be the chance for you....SeniorLong-term contractFull-timeTemporary£70k - £90k per annum
Our client is a global life sciences organisation with a strong European footprint, seeking a Senior Direct Tax Manager to lead direct tax compliance and reporting across Germany and additional European markets. This role will oversee US tax reporting, local statutory compliance...SeniorPermanent- £31k - £41k per annumEstimatedThis is a great role to kick start your career and will appeal to you if you've already started a career in practice. The firm has a variety of clients so you will join a team that focus on delivering a range of services for all sectors and business sizes. You'll ...SeniorPermanent
£26k - £34k per annum
...Audit Semi Senior Ref: CWK778 Salary: £26,000 - £34,000 (DOE) We are pleased to be supporting a leading firm of Chartered Accountants... ...A good working knowledge of UK auditing standards and financial reporting frameworks Strong attention to detail with the ability...SeniorLong-term contractPermanentFlexible hours- ...Senior Software Development Business Analyst Hybrid | Handforth Support Office | Permanent Are you an experienced Business Analyst who thrives in agile software development environments? Do you enjoy turning complex problems into clear, actionable solutions while helping...SeniorPermanentHybrid workingOn-site
£34k - £44k per annum
...Business Services Senior Ref: CWK777 Salary: £34,000 - £44,000 (DOE) A talented and motivated Business Services Senior is sought by a leading firm of Chartered Accountants in Chester, and this is a role that offers a varied and interesting client base, a supportive...SeniorPermanentFlexible hours- £47k - £62k per annumEstimatedThe Group Safety, Health, and Environmental (SHE) Department is responsible for ensuring that Costain operates in a safe, healthy, and environmentally responsible manner through the implementation of the Group SHE Management System and Group SHE Plan. The Group SHE Management...SeniorOngoing contractFull-time
- £43k - £57k per annumEstimated...best practice. The right individual will work to develop and expand the relationships within a set portfolio of our Gaming clients. Senior Account Manager - Gaming Working closely with the Global Gaming Director, the role is to ensure the generation and significant...SeniorFull-time
£40k per annum
...Manager and Administration team. This will be a new office location due to an office merger. The commission structure is financially very good and one of the highest in the industry going up to 25%. You can also earn additional annual leave, holidays and shopping...SeniorShorter hoursLong-term contractOn-siteShift work- £61k - £81k per annumEstimated...combining strong storytelling with clear governance, prioritisation and measurement to drive both brand equity and business impact. Senior Content Marketing Manager This is a senior, hybrid role combining content strategy leadership with hands‑on creation and execution...SeniorHybrid working
£14.45 per hour
...team in Belong Chester. What you will be doing… You’ll be working in one of our households with a warm, friendly team as a Team Senior Carer Working in Belong Chester you can make a real impact to the lives of older people; giving them the support to continue to live...SeniorPart-timeShift workDay shift£45k - £55k per annum
...Senior Conveyancer (CLC / CILEX / Solicitor / Experienced Conveyancer) Chester (Hybrid Working) Up to £55,000 An exciting opportunity has arisen for an experienced Residential Conveyancer to join a rapidly growing specialist property business based in Chester....SeniorLong-term contractHybrid workingOn-site$32 - $40 per hour
Agricultural Spreader / Machinery Operators – Australia Western Victoria | Full-time | Multiple Positions | International Applicants Welcome Staff 360 is recruiting experienced agricultural machinery operators for specialist fertiliser spreading roles with a leading agricultural...Hourly payLong-term contractFull-timeCasual workVisa sponsorship£39k - £48k per annum
...Job Title Audit Senior Location Chester Salary £39,000 - £48,000 A leading accountancy and business advisory firm is seeking an Audit Senior to join its growing audit team. This is an excellent opportunity for an ambitious individual looking...SeniorPermanentHybrid workingImmediate startFlexible hours- ...Holiday scheme which rewards length of service Holiday Purchase Scheme Perkbox discounts Contributory pension scheme Financial Planning Support Cycle to work scheme. Free parking Enhanced Maternity Enhanced Paternity Employee Assistance Programme...SeniorDay shift
£16 - £19 per hour
...processing and management of customer accounts, invoices, and payments. This temporary position plays a key part in maintaining accurate financial records and supporting the accounting team. Client Details An industrial/manufacturing business based in Deeside who have...Hourly payTemporaryInterimHybrid workingFlexible hours£90k - £100k per annum
...exceptional opportunity has arisen for an experienced HR leader to join an international manufacturing organisation in a highly influential Senior HR Business Partner position. Client Details Supporting a large, complex and unionised manufacturing operation, this role sits...SeniorLong-term contractRelocationFlexible hours£43.15k - £49.66k per annum
...with the Council’s policies, objectives and programmes, planning approvals, highway design standards and legal, health and safety, and financial regulations. The applicant must have a good understanding of Planning and Development Control processes. If you have any...Hourly payPermanent£39.96k - £48.12k per annum
...confident partners in their baby's journey through structured, competency-based education and support. Main duties of the job As a Senior Neonatal Nurse, you will: Provide and coordinate high-quality, evidence-based clinical care Lead the unit during shifts,...SeniorFull-timePart-timeFixed-term contractVisa sponsorshipSkilled worker visaShift work£17.29 per hour
...Senior Care Assistant An amazing new job opportunity has arisen for a Care Team Leader to work in an exceptional retirement village based in the Chester area. You will be working for one of UK's leading health care providers This is a fantastic retirement village...SeniorHourly payPart-timeFixed-term contractFlexible hoursShift workRotating shifts
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Planner. Be the first to apply!
Related searches
- wealth consultant Chester, Cheshire
- finance consultant Chester, Cheshire
- financial adviser Chester, Cheshire
- financial crime consultant Chester, Cheshire
- financial planner Chester, Cheshire
- financial consultant Chester, Cheshire
- financial advisor Chester, Cheshire
- senior scaffolding instructor trainer assessor Chester, Cheshire
- senior civil engineer Chester, Cheshire
- senior electrical engineer at mott macdonald Chester, Cheshire