Job Title: Financial PlannerSalary: Up to £70,000 + BonusAbout 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 bookFull paraplanning and back-office support Clear career path with excellent progression potentialCollaborative and supportive leadership teamResponsibilities:Deliver holistic financial planning to an already-engaged client baseBuild long-term relationships through regular reviewsIdentify opportunities for further planning and demonstrate genuine client careWork closely with paraplanners and admin support to ensure a seamless serviceMaintain the highest professional and compliance standardsRequirements:Level 4 Diploma in Financial Planning (or equivalent)Previous experience as a Financial Planner / Financial AdviserStrong client relationship and communication skillsComfortable inheriting and nurturing an established bookTech-savvy and aligned with a modern advice environment
