Job Title: Financial Planner

Salary: Up to £70,000 + Bonus

About the Financial Planner Opportunity:

We’re working with a modern, forward-thinking financial planning firm who are looking to appoint an experienced Financial Planner. This is a rare opportunity to step into a fully established client bank.

If you’re looking for stability, high-quality clients, and a company that embraces technology, efficiency, and adviser progression—this role is ideal.

Key Highlights:

• Take over an existing book
• Full paraplanning and back-office support
• Clear career path with excellent progression potential
• Collaborative and supportive leadership team

Responsibilities:

• Deliver holistic financial planning to an already-engaged client base
• Build long-term relationships through regular reviews
• Identify opportunities for further planning and demonstrate genuine client care
• Work closely with paraplanners and admin support to ensure a seamless service
• Maintain the highest professional and compliance standards

Requirements:

• Level 4 Diploma in Financial Planning (or equivalent)
• Previous experience as a Financial Planner / Financial Adviser
• Strong client relationship and communication skills
• Comfortable inheriting and nurturing an established book
• Tech-savvy and aligned with a modern advice environment