Financial Planner

MERJE Ltd; Leek; On-site; GBP 42,000 - 68,000; Full time

Benefits offered by this job

Competitive base salary

Commission structure

Existing client bank to service

Paraplanning and administrativeSupport

Long-term career progression

Job summary

MERJE Ltd is seeking an experienced Financial Planner to join its growing team. You will provide holistic financial planning to an established client bank and new clients, helping them meet long-term objectives across pensions, investments, protection and retirement planning.

You will work with a supportive team to deliver outstanding client outcomes, build trusted relationships, and progress within a well-regarded independent advisory firm.

Qualifications

• Level 4 Diploma in Financial Planning is essential.
• Strong technical knowledge across pensions, investments and protection.
• Excellent relationship-building and communication skills.
• Self-motivated with the ability to manage your own workload effectively.

Responsibilities

• Provide holistic financial planning advice to new and existing clients.
• Manage and develop an established portfolio of clients.
• Build long-term relationships through regular reviews and ongoing service.
• Identify opportunities to grow client relationships through referrals and additional planning needs.
• Work collaboratively with paraplanners and administrators to deliver an excellent client experience.
• Ensure all advice is delivered in line with FCA regulations and internal compliance standards.

Skills

Relationship-building

Communication skills

Education

Level 4 Diploma in Financial Planning

Job description

A well-established and highly respected independent financial planning firm is looking to appoint an experienced Financial Planner to join its growing team.

With a strong reputation built on long-standing client relationships and referrals, this is an excellent opportunity to inherit a quality client bank while continuing to develop new business through warm introductions and professional connections.

The Role

You'll provide holistic financial planning advice to a portfolio of existing clients, helping them achieve their long-term financial objectives across pensions, investments, protection and retirement planning.

You'll work closely with an experienced support team, allowing you to focus on delivering outstanding client outcomes while building trusted, long-term relationships.

Key Responsibilities

• Provide holistic financial planning advice to new and existing clients.
• Manage and develop an established portfolio of clients.
• Build long-term relationships through regular reviews and ongoing service.
• Identify opportunities to grow client relationships through referrals and additional planning needs.
• Work collaboratively with paraplanners and administrators to deliver an excellent client experience.
• Ensure all advice is delivered in line with FCA regulations and internal compliance standards.

About You

• Level 4 Diploma in Financial Planning (essential).
• Previous experience as a Financial Planner / Independent Financial Adviser.
• Strong technical knowledge across pensions, investments and protection.
• Excellent relationship-building and communication skills.
• A client-first approach with a genuine passion for delivering high-quality advice.
• Self-motivated with the ability to manage your own workload effectively.

What\'s on Offer?

• Competitive basic salary.
• Performance-related commission structure.
• Existing client bank to service.
• Dedicated paraplanning and administrative support.
• Opportunity to join a well-established, growing independent advice firm with an excellent reputation.
• Long-term career progression within a supportive and collaborative environment.

If you're an experienced Financial Planner looking to join a firm with an excellent reputation, high-quality clients and genuine long-term career prospects, we'd be keen to speak with you in confidence.