Job Description

Financial Planner job offering future opportunities to join a growing advice business
Are you an experienced Financial Planner interested in exploring future opportunities with a forward thinking advice firm? We are building a pipeline of high quality advisers for upcoming roles expected across the North West as client needs evolve and new client populations emerge. If you enjoy goals based planning, modern systems and long term client relationships, this could be an excellent future career move.
This firm champions a planning led approach where Financial Planners build long term client relationships through meaningful conversations, structured cashflow planning and clear financial strategies. As a result of the high service standards, planners are expected to grow their client banks through referrals, which naturally emerge when clients feel well supported and understand the value of their advice. With well governed investment propositions, efficient digital processes and strong technical teams behind you, the focus stays firmly on delivering excellent client outcomes rather than administrative workload.
Vacancies arise as the business expands through organic growth and acquisitions, creating opportunities for experienced Financial Planners to takeover client relationships and develop them further. These future roles are ideal for individuals who value structure, enjoy deep client engagement and want to contribute to the ongoing growth of a modern planning business.
Financial Planner Requirements Essential

• Level 4 Diploma in Financial Planning or equivalent
• Experience within an IFA or wealth management environment
• Strong understanding of holistic financial planning and cashflow modelling
• Proven ability to build long term client relationships

Desirable

• Chartered or working towards

The Company
A respected national financial planning business known for its client‑centric planning approach, well governed investment structure and efficient operational model. Continued expansion creates future opportunities for advisers as client banks transition and new regions develop.
Financial Planner Benefits

• Excellent salaries, with packages considered based on experience and client bank available
• Salary increase in line with the growth of the recurring income you service
• OTE of £100,000+
• Generous bonus scheme to reward any new business written paid monthly
• Additional annual incentive available
• Plus company benefits of private health insurance, Group Life assurance (4x salary), income protection, medicash, 28 days holiday plus bank holidays, mileage reimbursements in line with HMRC guidelines
• Supported by quality Paraplanners and Administrators
• Modern systems and streamlined processes

Location
Future opportunities may arise across:

• North Lancashire to South Cumbria
• Preston / Fylde Coast
• Shrewsbury to South Manchester
• Wirral

If you would like to be considered for future Financial Planner roles as they become available, apply now to register your interest.
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