Financial Planner

The Eventus Recruitment Group • Full-time • Widnes, North West England, GB • £43k - £48k / year • 3w ago

Eventus Recruitment are seeking an experienced and ambitious Financial Planner to join a highly regarded Financial Advisory business based near Warrington, Cheshire. This is a permanent, full-time Financial Planner job offering hybrid working, with the flexibility to combine office and remote working to suit your lifestyle. You will inherit an existing client bank with established, long-term relationships, supported by a consistent flow of warm leads each month. The business is expanding due to continued client growth and an excellent reputation for delivering trusted, bespoke financial advice. This Financial Planner / IFA job offers an outstanding benefits package, including hybrid and remote working options, 26 days holiday plus bank holidays (rising to 30 days with service), Group Life Scheme (x4 salary), lucrative commission and profit-share schemes, PMI, enhanced sick pay, flexible working, and an excellent pension scheme. This is a fantastic opportunity for a Financial Planner looking to progress their career in Warrington, Cheshire within a collaborative and supportive Financial Planning business.Job ResponsibilitiesThe incoming Financial Planner will provide holistic financial advice and develop strong, long-term relationships with clients, supported by expert paraplanning and administrative teams. Key duties of this Financial Planner job in Warrington include:Managing and developing existing client relationships, ensuring high-quality financial planning services are delivered.Conducting detailed financial reviews and annual client meetings.Identifying opportunities for financial planning and wealth management services.Developing tailored financial plans based on individual client goals and circumstances.Staying informed on market trends, financial products, and regulatory changes.Meeting and exceeding agreed business and performance objectives.

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