Financial Planner

ZipRecruiter; Bury; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking an ambitious Financial Planner to inherit a high-quality client book. This role offers a unique opportunity for recently qualified advisors to join a supportive team, focusing on client relationships and professional growth. Enjoy hybrid working, a warm client bank, and the chance to develop your career in a collaborative environment. With succession opportunities on the horizon, this position is perfect for those motivated by quality advice and sustainable business growth.

Benefits

Attractive Bonus Potential

Supportive Working Environment

Career Development Pathway

Healthy Work-Life Balance

Qualifications

• Level 4 Diploma qualified or close to completion.
• Professional and focused on building long-term client relationships.

Responsibilities

• Inherit a loyal client bank of approximately 100 households.
• Provide exceptional advice and service with full support.

Skills

Client Relationship Management

Financial Planning

Diploma Level 4

Advisory Skills

Education

Level 4 Diploma

Job description

Job Description

Job Title: Financial PlannerLocation: Bury (Hybrid Working Available)Salary: Competitive Employed Package + Bonus

A highly respected, boutique firm of Independent Financial Advisors based in Bury is looking to appoint an ambitious and personable Financial Planner to take over a high-quality book of clients from a retiring advisor.

This is a fantastic opportunity for a recently qualified Financial Advisor (ideally with around 1-2 years of client-facing experience) to join a supportive, close-knit team and develop their skills within a well-established and growing business.

The Opportunity:

• Inherit a loyal client bank of approximately 100 households, generating around £80K in recurring income

• Build on strong existing relationships while developing new ones from regular new enquiries and leads

• Benefit from full paraplanning and administration support, allowing you to focus on providing exceptional advice and service

• Enjoy hybrid working from modern offices in Bury, offering a flexible approach to work-life balance

• Be part of a collaborative and future-focused team, with two more advisor retirements expected in the coming years, offering further succession opportunities

Who This Role Would Suit:

This role is ideal for someone at the early stages of their advisory career, ready to take on a client bank and grow into a key part of the firm's future.

You’ll be:

• Level 4 Diploma qualified (or very close to completion)

• Professional, approachable, and focused on building long-term client relationships

• Looking for a career development pathway within a stable and friendly team

• Motivated by quality advice, service, and sustainable business growth

What’s in it for you?

• A warm book of business with recurring income

• Employed salary with attractive bonus potential

• Supportive working environment with experienced colleagues

• Genuine progression and succession opportunities

• Hybrid working and a healthy work-life balance