Financial Planner

Storeton Rose Financial Planning Ltd; Bebington; Hybrid; GBP 65,000 - 100,000; Full time

Benefits offered by this job

Hybrid working

Support to build client bank

Friendly, supportive firm

Job summary

Storeton Rose Financial Planning is seeking a qualified Financial Planner to join their close-knit team based in Higher Bebington, Wirral. You don’t need years of experience or an existing client bank; just be qualified to advise, genuinely interested in doing right by clients, and keen to build a career with us.

You will work with paraplanning and administration, plus coaching from the Director, to develop your client relationships and provide independent, whole-of-market advice across the full

Qualifications

• Diploma in Regulated Financial Planning (Level 4) or equivalent.
• 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.

Responsibilities

• Meetings with clients to understand 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 paraplanning and administration on every case.
• Building client relationships over time with firm support.

Skills

Communication skills

Team player

Detail-focused

Client relationship building

Education

Diploma in Regulated Financial Planning (Level 4)

Job description

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