What makes this role distinctive is the pipeline you will inherit. The firm has spent decades building an extensive UK-wide network of solicitors, deputies, and professional services contacts through its established PI/CN core business. That network is now being strategically opened up — for the first time — to offer holistic financial planning to company directors and business owners. You would be one of the first financial planners to access a warm referral pipeline that has been years in the making. This is not a cold-start role. It is a rare opportunity to build a private client book from a position of genuine structural advantage.

Location & Flexibility:

While the firm's head office is based in Manchester (where you will have your own dedicated desk), this is a nationwide, hybrid and field-based role. You can be based anywhere in the UK, with the flexibility to manage your own diary and work remotely.

Key Highlights of the Opportunity:

• Warm, Untapped Pipeline: Access an established network of professional services contacts across the UK — relationships built over decades, now being opened to private client advice for the first time.
• High-Calibre Client Base: Advising company directors and business owners (typically £10m–£20m turnover) on tax planning, pensions, investments, and protection.
• Financial Strength: The firm manages £1.6 billion+ in Assets Under Management and maintains an exceptional 99% client retention rate.
• Growth & Stability: Privately owned, with the agility and ambition to back new initiatives — and the track record to prove it.
• First-Mover Advantage: One of the first hires into a new division, with the scope to shape its direction and accelerate your own career.

The Role:

You will deliver high-standard regulated advice and holistic financial planning to a growing caseload of private clients — business owners and directors introduced through the firm's professional services network. This involves building long-term advisory relationships, conducting comprehensive reviews covering tax, pensions, investments, and protection, and working closely with the firm's existing legal contacts to develop new business through warm referrals.

Comprehensive Benefits Package:

• £70k - £80k base salary (plus highly of bonus of £30k - £40k)
• Car allowance
• 5.5% employer pension contribution
• 28 days holiday (plus bank holidays)
• Private Medical Insurance
• Critical Illness cover
• Life cover
• Flexible/remote working

Next Steps:

Apply now if your skills and experience align with this role. Alternatively, if you would like to learn more about this career-enhancing opportunity, please contact Duncan McIlroy at the Eventus Recruitment Group for a confidential discussion. If this role isn't quite right for you but you are considering a new position, please get in touch for a confidential conversation about your career. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the salary listed in our advertisements is a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.