Job Description:

My client is looking for an experienced Financial Planner to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision, professionals.

My client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none.

You will work with a loyal and expanding client base, supported by an excellent and very well established paraplanning and administration team, allowing you to focus on building trusted client relationships new and old, as well as delivering outstanding advice across pensions, investments, protection, and estate planning.

Key responsibilities

• You will proactively identify new advice opportunities through existing clients, professional connections, and internal referrals.
• You will provide clear, holistic financial planning advice to an existing bank of clients, to which you will build and attract new clients.
• You will develop long-term relationships built on trust, integrity, and results.
• You will prepare and present tailored recommendations covering retirement, investment, and tax-efficient planning.
• You will work closely with our in-house technical and compliance teams to ensure the highest professional standards.

About you
My client is seeking someone with:

• You will be level four qualified, with chartered status being desirable.
• You will be proactive and commercially driven, with the confidence and energy to generate new business through networking, internal referrals, and building strong professional connections.
• You will have a proven track record of providing regulated advice in a client-facing role.
• You will have strong technical knowledge across pensions, investments, and tax planning.
• You will have excellent communication and relationship-building skills.
• You will possess a client-centric mindset and commitment to professional excellence.

What my client offers

• A competitive salary between £75,000 – £100,000, dependent on experience.
• Discretionary annual bonus linked to company performance.
• Company car or car allowance.
• Pension scheme, life assurance, and comprehensive employee benefits.
• Full administrative and paraplanning support.
• Genuine career development opportunities within a respected, growing group.
• 25 days holiday
• Death in Service 3 x Salary
• Health Cash plan
• Annual pay review
• Regular work social events