Financial Planner

Financial Planner – North West | Existing Client Bank | Flexible Working

We’re partnering with a growing independent financial planning firm in the North West that is looking to appoint an experienced Financial Planner to join its established team.

This is an excellent opportunity for an adviser seeking a high-quality client proposition, genuine autonomy, and the chance to inherit an existing portfolio of clients from day one.

The Opportunity

• Inherit an existing client bank of approximately £20m AUM
• Join a respected independent firm with a strong reputation in the market
• Work within a supportive and mature culture that values adviser autonomy
• Flexibility to manage your own diary and work in a way that suits you
• Strong platform for ongoing client and business growth

Package

• Salary up to £70,000
• Attractive bonus structure
• Comprehensive benefits package
• Flexible working arrangements

About You

• Experience as a Financial Planner / Financial Adviser
• Strong relationship management and client-facing skills
• Level 4 Diploma qualified
• Motivated to develop and grow an existing client base within a supportive environment

If you’re interested in exploring a role that offers both flexibility and long-term opportunity within a highly regarded independent firm, please apply or get in touch for a confidential discussion.