Financial Planner

Recruit Wealth Ltd; Preston; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading financial consultancy in Preston seeks a seasoned Financial Planning Advisor. The role involves servicing existing clients and acquiring new ones, providing a holistic financial planning service with full support from paraplanning and admin teams. Ideally, candidates should have extensive experience in financial planning, offering pension, investment, and protection advice. Hybrid working options are available, along with attractive bonuses.

Benefits

Attractive bonuses

Full paraplanning support

Flexible working environment

Qualifications

• Several years of experience in financial planning, preferably with CAS, SPS, FCA approvals.
• Proven track record on pension, investment & protection advice to private clients.
• Ability to service existing clients and build new client relationships.

Responsibilities

• Service existing clients and inheritances while pursuing new client opportunities.
• Provide comprehensive financial planning and investment management services.
• Work collaboratively with paraplanning and admin support teams.

Skills

Financial Planning experience

Pension advice

Investment advice

Protection advice

Client relationship management

Job description

Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further expansion and acquisition.

Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.

This advisory role is located for their Preston office and surrounding areas, servicing existing/inherited clients as well as building on new client activity.

Further details will be discussed on application regarding inherited households, AUM and on-going advice fees, but this will be highly attractive.

Ideally, you will have many years of Financial Planning experience (CAS, SPS, FCA approved etc.) with an exemplary track record, predominately on pension, investment & protection advice to private clients.

Our client offers a market leading proposition with a fair and transparent charging structure and a holistic/client centric approach at the forefront of everything they do. They are award winning and recognised as one of the largest, prominent names in the Financial Planning industry.

This opportunity is employed only, with excellent bonuses available. Full Paraplanning/Admin support will be offered from the existing team & offices.

Applicants will ideally be from the Lancashire area to service the existing client bank. Home and office working is fully supported.

We are keen to speak to candidates as soon as possible, please apply to us here at Recruit Wealth for an immediate response.