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Financial Planner

Job description

A fabulous opportunity working at a top 100 national independent financial planning practice - offering clear financial solutions in plain English... within a company that gives everyone a voice and truly listens.

I have a fantastic opportunity in your region for a high caliber Financial Planner at a top 100 national, independent financial planning practice providing a fully holistic financial advice service to both personal and business clients.
Would you be interested in working with a company that really listens - not only to its clients hope and aspirations but also to that of its team and Advisers to help them build and grow successful, longstanding careers.
With core values built around; being uncomprised, approachable, genuine and clarity - clear financial solutions in plain English.
Employed Advisers can expect to gain an established client bank and access to an extensive, quality lead pool through linked professional networks, who work with some of the biggest firms in the FTSE 100.

Would this be of any interest to you?

  • Book of clients given - eventually to take over half of £170m aum
  • 120 families - fantastic, high level referrals - huge; quality lead pool
  • HNW clients - Solicitors/Accountants
  • Homebased role; agile and flexible working policies with full autonomy over your diary and use of beautiful 'hub' offices
  • Full back office support/paraplanning


  • £60k base - they can be flexible for the right person; this company never lost an Adviser by paying too little!
  • Car allowance and full flexible benefits package
  • Flexible benefits package giving the Adviser the choice to pick and choose what suits them best
  • Company bonus scheme
  • Financial support for professional qualifications

If this is of interest, please contact me in the first instance.

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