Financial Planner

Antony George Recruitment; Greater Manchester; Hybrid; GBP 60,000 - 75,000; Full time

Benefits offered by this job

Hybrid work model

Pension

Private medical insurance

Job summary

Antony George Recruitment is seeking an Associate Financial Planner for an independent chartered financial planning firm in Greater Manchester. The role focuses on client-facing complex planning, with a bigger client role and no new-business chasing.

You'll meet clients 3–4 times weekly, work with Senior Chartered Financial Planners, and receive paraplanner and administrator support. The package includes £60,000-£75,000, a performance bonus, funded Chartered exams, and a hybrid working pattern.

Qualifications

• Experienced paraplanner, planner or adviser with strong technical skills.
• Chartered, or working towards it.
• Ready for more client contact.

Responsibilities

• Three to four client meetings a week, with time to plan properly.
• Complex planning for established clients, including estates, IHT and pensions.
• Work alongside Senior Chartered Financial Planners, with paraplanner and administrator support.

Skills

Paraplanner experience

Strong technical skills

Client-facing experience

Education

Chartered / working towards

Job description

Keep the technical work. Add more of the client.

An independent chartered financial planning firm is looking for an Associate Financial Planner who wants a bigger client role, without the new-business chasing.

The role

• Three to four client meetings a week, with time to plan properly
• Complex planning for established clients, including estates, IHT and pensions
• Work alongside Senior Chartered Financial Planners, with paraplanner and administrator support

About you

• An experienced paraplanner, planner or adviser with strong technical skills
• Chartered, or working towards it
• Ready for more client contact

The package

• £60,000 to £75,000 base, depending on experience
• Bonus linked to performance and your own objectives, not new-business commission
• Chartered exams funded, with study time
• Hybrid, three days in the office
• Pension, private medical and other benefits

Handled in confidence by Mark Penswick, Partner, Antony George.