Financial Planner

mbf; Nottingham; On-site; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Discretionary bonus scheme

Career development opportunities

Job summary

A leading professional services firm in England is on the lookout for an experienced Financial Planner to join its Wealth Management team. The successful candidate will focus on generating new business and building long-term relationships with clients. This dynamic role offers a competitive salary range of £60,000 to £90,000, with further incentives for Chartered candidates, alongside significant career progression potential. The firm promotes a collaborative work environment, integrating different financial services to provide holistic client solutions.

Qualifications

• Minimum Level 4 Diploma in Financial Planning or equivalent.
• Proven track record as a Financial Adviser in the UK market.
• Strong understanding of FCA regulations and compliance frameworks.

Responsibilities

• Identify and convert new business opportunities through networking.
• Build and maintain strong relationships with clients.
• Deliver tailored financial planning advice across various areas.

Skills

Business development capability

Interpersonal skills

Knowledge of pensions and investments

Understanding of FCA regulations

Education

Level 4 Diploma in Financial Planning (DipPFS) or equivalent

Chartered status

Job description

Salary: £60,000 to £90,000 (up to £90,000 for Chartered candidates) + discretionary bonus

An established and award-winning professional services firm is seeking an experienced Financial Planner to join its growing Wealth Management team. This is an excellent opportunity for a commercially driven adviser who thrives on developing new business and building long-term client relationships.

With a strong presence across the UK and international backing, the firm offers a collaborative environment where Wealth Management works closely alongside accountancy, tax, audit, corporate finance, and advisory teams to deliver a truly holistic service to clients.

This role is ideally suited to a Financial Planner who enjoys networking, generating referrals, and proactively winning new clients, rather than solely managing an existing client bank.

The Opportunity

• Join a high-growth Wealth Management division with strong internal referral opportunities
• Work alongside specialist teams including tax, audit, corporate finance, and advisory
• Benefit from some warm leads via an established client base
• Focus primarily on new business generation and client acquisition
• Be part of a firm that actively supports career development and progression

Key Responsibilities

• Identify, approach, and convert new business opportunities through networking, referrals, and professional connections
• Build and maintain strong relationships with clients and internal stakeholders
• Conduct detailed client fact-finds to understand financial goals, risk appetite, and current position
• Deliver tailored financial planning advice across pensions, investments, tax planning, and protection
• Develop and implement strategies for retirement planning, estate planning, and wealth preservation
• Provide ongoing reviews and adapt financial plans in line with client needs and regulatory requirements
• Ensure all advice is compliant with FCA regulations and internal standards
• Maintain accurate and timely client documentation and records

Key Accountabilities

• Client consultation and relationship management
• Financial planning across pensions, investments, and tax‑efficient structures
• Investment research and portfolio recommendations
• Retirement planning, including drawdown and income strategies
• Full compliance with UK regulatory standards and FCA requirements

Skills and Experience

• Level 4 Diploma in Financial Planning (DipPFS) or equivalent as a minimum
• Chartered status desirable, with higher salary banding available
• Proven track record as a Financial Adviser in the UK market
• Strong business development capability with evidence of winning new clients
• In‑depth knowledge of pensions, investments, ISAs, SIPPs, and tax planning
• Strong understanding of FCA regulations and compliance frameworks
• Excellent interpersonal and communication skills
• Self‑motivated, commercially driven, and able to work independently

What’s on Offer

• Competitive basic salary ranging from £60,000 to £90,000
• £80,000 – £90,000 typically offered for Chartered candidates
• Discretionary bonus scheme
• Access to internal referral networks and multidisciplinary support
• Clear career progression within a growing national and international firm
• If you are an ambitious Financial Planner looking to take the next step in your career within a supportive and growth‑focused environment, this could be the ideal opportunity.