Financial Planner

Storeton Rose Financial Planning • Full-time • Bebington, North West England, GB • £65k - £100k / year • 3w ago

Salary: Competitive, dependent on qualifications and experience ranging from £65,000 - £100,000 OTE (Uncapped) · Full time, hybrid working ·Storeton Rose Financial Planning

About Us

Storeton Rose Financial Planning is an independent financial planning firm based in Higher Bebington on the Wirral. We are a growing, close-knit team who offer independent financial advice, products and investment solutions from the whole of the market, so our advice is built around what is right for each client, not tied to any one provider.

We are proud to be approachable and jargon-free. We do what we say, and we like to think our clients notice the difference.

About the Role

We are looking for a qualified Financial Planner to join our team. You do not need years of experience or an existing client bank, you just need to be qualified to advise, genuinely interested in doing right by clients, and keen to build a career with us.

You will work closely with our paraplanning and administration team, who will support you with research, reports and case progression, and with the Director, who will provide coaching and technical guidance as you build your experience and your own client relationships.

What You Will Be Doing

Meeting with clients to understand their goals and circumstances
Researching and recommending suitable financial planning solutions from the whole of the market
Presenting clear, jargon-free advice that clients can actually understand
Carrying out annual reviews and keeping client plans up to date
Working closely with our paraplanning and administration team on every case
Building your own client relationships over time, with the firm's support

What We Are Looking For

Diploma in Regulated Financial Planning (Level 4) or equivalent, giving full permission to advise
A genuine interest in independent, whole-of-market financial planning
Clear, confident communication skills
A methodical, detail-focused approach
A real team player, comfortable working closely with paraplanning and admin colleagues

What We Offer

A competitive salary, reflecting your qualifications and experience
Hybrid working, once you are settled into the role
Genuine support to build your client bank
A friendly, supportive firm where your ideas are genuinely welcomed

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