Financial Planner

IRCFS - International Recruiters - Connecting Financial Specialists Limited; Manchester; On-site; GBP 60,000 - 85,000; Full time

Job summary

IRCFS - International Recruiters - Connecting Financial Specialists Limited in Manchester seeks an experienced Financial Planner to join its growing team. You will take responsibility for an established client portfolio and deliver sophisticated financial planning and wealth management advice, with a focus on long-term client ownership and autonomy.

The role offers genuine progression, working with a paraplanning support structure to deepen relationships and grow the book over time.

Qualifications

• Level 4 qualified – minimum requirement.
• CAS status – essential.
• Chartered status – highly desirable.
• Minimum 5 years’ experience within the financial planning industry.
• A minimum 2-year track record operating as a Financial Planner, with direct responsibility for managing a client portfolio of £25m+ AUM.
• Candidates with a combination of advisory and paraplanning experience will also be considered, for example 2 years as a Financial Planner and 3 years in Paraplanning.
• Demonstrable experience of personally managing client relationships and delivering advice at Planner level.

Responsibilities

• Take responsibility for an established portfolio of private clients.
• Deliver holistic financial planning and wealth management advice.
• Build and maintain trusted, long-term relationships with clients and their families.
• Identify opportunities to deepen and develop existing client relationships.
• Work alongside an experienced paraplanning and support infrastructure.
• Benefit from genuine autonomy alongside clear opportunities for long-term career progression.

Skills

Client relationships

Financial planning

AUM management

Communication skills

Education

Level 4 qualification

CAS status

Chartered status

Job description

Financial Planner | Manchester

I’m currently representing an established wealth management firm in Manchester seeking an accomplished Financial Planner to join its growing team.

This is an exceptional opportunity for an experienced financial planner looking for long-term career progression and meaningful client ownership within a professional environment that values autonomy, high-quality advice and continued development.

The successful candidate will assume responsibility for an established client portfolio, with a clear focus on delivering sophisticated financial planning, maintaining trusted long-term relationships and developing the book over time.

The Opportunity

• Take responsibility for an established portfolio of private clients


• Deliver holistic financial planning and wealth management advice


• Build and maintain trusted, long-term relationships with clients and their families


• Identify opportunities to deepen and develop existing client relationships


• Work alongside an experienced paraplanning and support infrastructure


• Benefit from genuine autonomy alongside clear opportunities for long-term career progression

Candidate Requirements

• Level 4 qualified – minimum requirement


• CAS status – essential


• Chartered status – highly desirable


• Minimum 5 years’ experience within the financial planning industry


• A minimum 2-year track record operating as a Financial Planner, with direct responsibility for managing a client portfolio of £25m+ AUM


• Candidates with a combination of advisory and paraplanning experience will also be considered, for example 2 years as a Financial Planner and 3 years in Paraplanning


• Demonstrable experience of personally managing client relationships and delivering advice at Planner level


• Strong technical knowledge, communication skills and a highly professional, client-led approach

Manchester

For the right individual, this represents far more than a traditional advisory appointment. It is an opportunity to take ownership of an established client book, develop those relationships over the long term and build a genuine career within a business that supports both autonomy and progression.