Financial Planner

ZipRecruiter; Macclesfield; Hybrid; GBP 50,000 - 75,000; Full time

Job summary

A renowned IFA firm in Macclesfield seeks a Financial Planner to service a loyal client bank and convert leads from referrals. The role offers the potential for significant earnings and a supportive environment with strong leads, full administrative support, and a focus on quality financial planning.

Benefits

27 days holiday + bank holidays

5% employer pension contribution

Healthcare plan

4x salary death in service cover

Qualifications

• Minimum 1–2 years’ experience as an IFA.
• Comfortable delivering holistic financial planning.
• Experience with Voyant or willingness to learn.

Responsibilities

• Responsible for servicing an existing client bank generating approximately £120k–£140k in revenue.
• Converting new leads from client referrals.
• Using cashflow planning as a core advice model.

Skills

Holistic financial planning

Technical knowledge across pensions, investments, estate planning

Education

Chartered or working towards

Tools

Voyant

Job description

Job Description

Financial Planner – Macclesfield, Cheshire

Salary: £50,000 – £75,000 (plus bonus and benefits)

OTE: Significant six-figure potential | Hybrid working | Existing client bank | Strong lead flow

A highly regarded, directly authorised IFA firm in Macclesfield is seeking a capable and personable Financial Planner to join their established team. This is an excellent opportunity to step into a well-supported environment with an existing book of loyal clients and a steady stream of high-quality referrals.

The Role:

You’ll be responsible for servicing an existing client bank generating approximately £120k–£140k in recurring revenue (around 45 clients, with strong average case sizes), while also converting new leads provided through regular client referrals. The firm’s advice model is centred around cashflow planning, with Voyant used as a core tool in the advice process.

Candidate Profile:

• Preferably Chartered (or working towards)
• Minimum 1–2 years’ experience as an IFA
• Comfortable delivering holistic financial planning
• Strong technical knowledge across pensions, investments, estate planning (including BPR, EIS, VCT)
• Experience with Voyant (or willingness to learn)

What’s On Offer:

• Salary of £50k–£75k, depending on experience and client following
• 33% of total revenue (subject to KPIs and compliance)
• Established client bank to take over from day one
• Ongoing flow of new business via referrals
• Full paraplanning, admin, and compliance support
• Hybrid working model (typically 2–3 days in office)
• 27 days holiday + bank holidays
• 5% employer pension contribution
• 4x salary death in service cover
• Healthcare plan

This is a fantastic opportunity for an ambitious Financial Planner to join a supportive, forward-thinking firm that values quality advice and long-term client relationships