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Financial Planner

Job description

I have a fantastic opportunity in your region for a high calibre Financial Planner working with the partnership side of a top 100 national, independent financial planning practice. Providing fully holistic financial advice to both personal and business clients together with an award winning building society covering the East of England.

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 uncompromised, approachable, genuine and clarity - clear financial solutions in plain English.

This is a unique and exciting opportunity - employed Advisers can expect to gain an established client bank and access to an extensive, quality lead pool.

Would this be of any interest to you?

  • Large book of clients given.
  • Fantastic, high level referrals - huge; quality lead pool.
  • Guaranteed supply of opportunities.
  • Homebased role; agile and flexible working policies with full autonomy over your diary and use of beautiful 'hub' offices.
  • Full back office support/paraplanning.


  • Competitive 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.

I would be grateful if you could let me know either way if this would be of any interest to you.

I look forward to hearing from you in due course.

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