Senior Financial Planner

3 weeks ago


Preston, United Kingdom Exchange Street Full time

**Job Type**: Perm

Town/City: Preston

County: Lancashire

Salary/Rate: £70,000 - £80,000 plus bonus and benefits

Sector: Financial Services

Discipline: Financial Planner

Job ref: 524030

**Just because you’re happy doesn’t mean you can’t be happier.**

Most people who read job adverts are not desperate for a new job. People like you for example. You're happy enough. Well thought of. Well looked after.

And what’s the harm in that?

**This is a business where 8 planners are billing on average £475,000 per annum. They're working on complex cases referred through their colleagues in the accountancy business. And as the wider firm grows so does the need to grow the financial planning arm.**

And it doesn't take years to get to these levels. One of their most recent hires will be there within two years and there aren't many firms where you can do that.

You do need to be proactive. The resources are there but it's dependent on you developing relationships. The accountants are willing in but as the firm adds new partners it needs someone who can educate them on the benefits of financial planning.

**But those resources are a treasure trove of clients allowing you to be a niche planner. Corporate finance, the medical market, referrals from legal connections, it's all in place. The taps are there, they just need turning on.**

To do that you'll have significant financial planning experience. You'll have a track record of developing business. And you'll be good enough technically to undertake complex financial planning.

But it's not about being a technical superstar. You'll have in-house support for that. It's about being a good planner - trustworthy, honest and great at asking the right questions.

**Salary is £70,000 - £80,000 plus bonus and benefits. There’s flexible working. You’ll be in the office seeing clients/partners but you won’t be tied to your desk. It's a grown up environment as you'd expect.**
You’re happy. You’re loyal. And the thought of CVs, recruiters and interviews is a bit of a turn off. But having a brief conversation with one of our consultants might be an eye opener. It might even make you happier.

Click apply. We will be in touch.


  • Financial Planner

    1 week ago


    Preston, Lancashire, United Kingdom JohnstonGreer Ltd Full time £55,000 - £65,000

    Financial Planner £55,000 to £65,000 plus bonus and benefits (OTE £90,000 plus)Financial Planner required by this prominent IFA that provides personal advice to HNW individuals including business owners, professionals and their families. As the Financial Planner you will operate in an environment that is advice first, focused on the long-term financial...


  • Preston, United Kingdom Exchange Street Full time

    **Job Type**: Perm Town/City: Preston County: Lancashire Salary/Rate: £70,000 - £80,000 plus bonus and benefits Sector: Financial Services Discipline: Financial Planner Job ref: 530338 **Just because you’re happy doesn’t mean you can’t be happier.** Most people who read job adverts are not desperate for a new job. People like you for...

  • Financial Planner

    1 week ago


    Preston, Lancashire, United Kingdom Exchange Street Claims ltd Full time £4

    Glass ceilings. It's not anyone's fault. You just sometimes outgrow the firm you've joined. And it's very common amongst planners towards the start of their career. They've had an opportunity, taken it, but have soon realised that if they're going to grow, they need to move on. Which is where this firm comes in. This is the type of business that people...


  • Preston, United Kingdom Exchange Street Claims & Financial Services Full time

    **Just because you’re happy doesn’t mean you can’t be happier.** Most people who read job adverts are not desperate for a new job. People like you for example. You're happy enough. Well thought of. Well looked after. And what’s the harm in that? **This is a business where 8 planners are billing on average £475,000 per annum. They're working on...


  • Preston, United Kingdom Juniper Full time

    Who we are....Juniper Wealth Management are a forward thinking financial planning firm who are looking to expand the team this year due to growth.We are committed to providing the training and support to help all our staff reach their full potential.We are a bunch of nice people; even if we do say so ourselves!We are looking for…Level 4 Diploma in...


  • Preston, Lancashire, United Kingdom Juniper Full time

    Who we are....Juniper Wealth Management are a forward thinking financial planning firm who are looking to expand the team this year due to growth.We are committed to providing the training and support to help all our staff reach their full potential.We are a bunch of nice people; even if we do say so ourselves!We are looking for…Level 4 Diploma in...

  • Senior Planner

    2 weeks ago


    Preston, United Kingdom Morgan Sindall Plc Full time

    **Job Title**: Senior Planner (Construction) **Location**: Preston / Warrington **Talented people are the key to our success** **About us**: **_ Would you like to work for one of the most successful construction and infrastructure companies in the UK?_** Morgan Sindall Infrastructure delivers some of the UKs most complex and critical infrastructure...

  • Senior Town Planner

    1 week ago


    Preston, Lancashire, United Kingdom Penguin Recruitment Ltd Full time

    Senior Town Planner - PrestonHA 11082Salary: Negotiable depending on skills and experienceAn excellent opportunity has become available for a Senior Town Planner to join an established planning consultancy based near Preston. The successful Senior Town Planner will have the opportunity to lead on a wide variety of residential, commercial andretail...

  • Financial Planner

    1 month ago


    Preston, Lancashire, United Kingdom Exchange Street Claims ltd Full time €4

    Glass ceilings. It's not anyone's fault. You just sometimes outgrow the firm you've joined. And it's very common amongst planners towards the start of their career. They've had an opportunity, taken it, but have soon realised that if they're going to grow, they need to move on. Which is where this firm comes in. This is the type...


  • Preston, Lancashire, United Kingdom Juniper Full time

    Job Description Who we are.... Juniper Wealth Management are a forward thinking financial planning firm who are looking to expand the team this year due to growth. We are committed to providing the training and support to help all our staff reach their full potential. We are a bunch of nice people; even if we do say so ourselves! We are looking for…...

  • Senior Planner

    3 weeks ago


    Preston, United Kingdom Caval Full time

    **Location****: - Preston, Lancashire, England**Salary****: - £55000-£65000 per annum**Contract****: - Permanent- 08/05/2024Senior Planner Regional Role - North West The Company Our client is a highly experienced contractor with extensive experience and an impressive track record of excellence. With deep expertise in the industry, they have...

  • Senior Planner

    2 weeks ago


    Preston, United Kingdom Fyba Talent Full time

    Our client is looking to strengthen their team with an experienced Senior Planner (P6) to work on non-infrastructure schemes within the water sector. Key Essentials: - As a P6 Planner you will be responsible for working independently in the planning function of utility projects. This will include the production, updating and monitoring of programmes using...

  • Senior Town Planner

    2 months ago


    Preston, United Kingdom Penguin Recruitment Ltd Full time

    **Senior Town Planner - Preston** **HA 10034** **Salary: Negotiable depending on skills and experience** An excellent opportunity has become available for a Senior Town Planner to join an established planning consultancy based near Preston. The successful Senior Town Planner will have the opportunity to lead on a wide variety of residential, commercial,...

  • Senior Town Planner

    3 weeks ago


    Preston, United Kingdom Penguin Recruitment Ltd Full time

    **Senior Town Planner - Preston** **HA 11082** **Salary: Negotiable depending on skills and experience** An excellent opportunity has become available for a Senior Town Planner to join an established planning consultancy based near Preston. The successful Senior Town Planner will have the opportunity to lead on a wide variety of residential, commercial...

  • Senior Town Planner

    4 weeks ago


    Preston, United Kingdom Penguin Recruitment Ltd Full time

    **Senior Town Planner - Preston** **HA 10034** **Salary: Negotiable depending on skills and experience** An excellent opportunity has become available for a Senior Town Planner to join an established planning consultancy based near Preston. The successful Senior Town Planner will have the opportunity to lead on a wide variety of residential, commercial,...

  • Senior Town Planner

    4 weeks ago


    Preston, United Kingdom Penguin Recruitment Full time

    Job Title: Senior Town Planner Location: Preston Salary: Attractive salary + Strong benefits package The Company Penguin Recruitment is delighted to be supporting independent planning consultancy who are looking to recruit a Senior Planner to join the Preston office. The client works in a variety of sectors such as Commcerical, Energy, Leisure,...

  • Senior Town Planner

    2 months ago


    Preston, United Kingdom Penguin Recruitment Full time

    Job Title: Senior Town Planner Location: Preston Salary: Attractive salary + Strong benefits package The Company Penguin Recruitment is delighted to be supporting independent planning consultancy who are looking to recruit a Senior Planner to join the Preston office. The client works in a variety of sectors such as Commcerical, Energy, Leisure,...


  • Preston, Lancashire, United Kingdom Outsource Uk Ltd Full time

    URGENT Senior Project Planners Needed in Barrow-in-Furness Contract Duration: 6 months Rate: £40 PAYE or £52.Hybrid working Outsource UK is partnering with BAE Systems to recruit for Senior Project Planners at their Barrow site on 6-month contracts. Strong collaborative behaviours and stakeholder management skills Able to perform intermediate project...


  • Preston, Lancashire, United Kingdom Penguin Recruitment Full time

    Job Title: Senior Town Planner Attractive salary + Strong benefits package Penguin Recruitment is delighted to be supporting independent planning consultancy who are looking to recruit a Senior Planner to join the Preston office. The client works in a variety of sectors such as Commcerical, Energy, Leisure, Industrial and Housing. Relevant Planning...

  • Town Planner

    1 month ago


    Preston, United Kingdom Penguin Recruitment Full time

    Town Planner - Senior Town Planner Preston Hybrid Working Permanent An excellent opportunity has become available for an experienced Town Planner to join a growing planning consultancy in Preston. The successful Planner will be responsible for their own portfolio of clients, delivering expert planning advice for predominantly residential, greenbelt and...