Financial Planning Consultant

SI Recruitment Limited; Kendal; Hybrid; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Hybrid working

Excellent benefits

Existing client portfolio

Career progression

Professional development support

Collaborative environment

Job summary

SI Recruitment Limited is recruiting a Financial Planning Consultant in Kendal. You will provide holistic financial advice to individuals and business owners, building long-term client relationships and growing your portfolio in a collaborative environment.

The role offers hybrid and flexible working, with an existing client base and opportunities for career progression. Ongoing professional development and support for qualifications are provided.

Qualifications

• Level 4 Diploma in Financial Planning is essential.
• Level 6 Advanced Diploma in Financial Planning is desirable.
• At least two years' experience in a client-facing financial planning or adviser role.
• Strong knowledge of pensions, investments, protection and holistic financial planning.
• FCA regulations knowledge (COBS, CO-CON and compliance).
• Excellent communication and relationship-building skills.
• Commercial awareness to grow client relationships.
• Proactive and organised with attention to detail.
• Ability to manage workload independently.
• UK driving licence would be advantageous.

Responsibilities

• Build long-term relationships with a portfolio of clients.
• Provide holistic financial planning advice tailored to client goals.
• Conduct comprehensive financial reviews and recommend investments, pensions and protection.
• Deliver ongoing advice and annual reviews to meet client objectives.
• Manage your own client portfolio with high service standards.
• Identify and develop new business opportunities through networking and referrals.
• Collaborate with tax, accounting and business advisory teams for joined-up solutions.
• Stay up-to-date with industry regulations and FCA requirements.
• Maintain accurate client records and ensure FCA compliance.

Skills

Communication skills

Relationship-building

Attention to detail

Independent work

Driving licence

Education

Level 4 Diploma in Financial Planning

Level 6 Advanced Diploma in Financial Planning

Job description

Financial Planning Consultant

Salary: Competitive + Excellent Benefits

Location: Kendal | Hybrid & Flexible Working Available

Are you an experienced Financial Planner looking to join a growing and supportive firm where you can build long-term client relationships and develop your career?

We're recruiting for a Financial Planning Consultant to join an established and expanding financial planning team. This is an excellent opportunity for an adviser who enjoys delivering holistic financial advice, developing trusted client relationships and identifying opportunities to grow a portfolio within a collaborative professional environment.

With an existing client base and ongoing opportunities to develop new business, this role offers the perfect balance of stability, autonomy and long-term career progression.

The Role

As a Financial Planning Consultant, you'll provide high-quality financial advice to individuals and business owners, helping clients achieve their personal and financial objectives.

Your responsibilities will include:

• Building long-term relationships with a portfolio of financial planning clients.
• Providing holistic financial planning advice tailored to clients' personal and financial goals.
• Conducting comprehensive financial reviews and recommending appropriate investment, pension and protection solutions.
• Delivering ongoing advice and annual reviews to ensure client objectives remain on track.
• Managing your own client portfolio while maintaining exceptional service standards.
• Identifying and developing new business opportunities through networking, referrals and professional contacts.
• Working closely with colleagues across tax, accounting and business advisory teams to provide joined-up client solutions.
• Keeping up to date with industry regulations, legislation and financial planning developments.
• Maintaining accurate client records and ensuring all work complies with FCA regulations and internal standards.
• Achieving individual performance and business development objectives.

About You

We're looking for someone who has:

• A minimum Level 4 Diploma in Financial Planning (essential).
• Level 6 Advanced Diploma in Financial Planning (desirable).
• At least two years' experience in a client-facing financial planning or financial adviser role.
• Strong knowledge of pensions, investments, protection and holistic financial planning.
• A sound understanding of FCA regulations, including COBS, COCON and relevant compliance requirements.
• Excellent communication and relationship-building skills.
• Strong commercial awareness with the ability to identify opportunities to grow client relationships.
• A proactive and organised approach, with excellent attention to detail.
• Confidence managing your own workload and working independently.
• A full UK driving licence would be advantageous.

What's on Offer

• Competitive salary with an excellent benefits package.
• Hybrid and flexible working arrangements.
• An existing client portfolio with opportunities for further growth.
• Genuine career progression within an expanding financial planning team.
• Ongoing professional development and support towards further qualifications.
• A collaborative and supportive working environment.
• The opportunity to build lasting client relationships while delivering high-quality, holistic financial advice.

This is an excellent opportunity for an experienced Financial Planner or Financial Adviser looking to join a progressive firm where you can develop your career, grow your client portfolio and make a real difference to clients' financial futures.