Junior Financial Planner

5 months ago


Chorley, United Kingdom Recruit Wealth Ltd Full time

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 growth and acquisition.

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

This newly created "junior" advisory role is located for their Chorley offices, one of 45+ national hubs and still growing. Client banks are being offered through succession planning and segmentation of client banks in the wider geographical area.

You'll be Diploma qualifed (minimum) and have at least 1 or 2 years demonstrable advisory experience (SPS, CAS, FCA approved etc) predominately on pension & investment advice to private clients.

Our client offers a market leading proposition with a fair and transparent charging/fee structure and a holistic 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.

**Please note**:This is a highly sought after opportunity that has just come live to the advisory market and exclusively through Recruit Wealth.

The position is employed only with excellent bonuses which easily carries 6 figure potential.

Full Paraplanning/Admin support will be offered from an existing and retained team/offices.

Home and office working is fully supported.

**Job Types**: Full-time, Permanent

**Salary**: £45,000.00-£75,000.00 per year

**Benefits**:

- Company pension
- Private medical insurance
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Work Location: Hybrid remote in Chorley


  • Senior Planner

    1 month ago


    Chorley, United Kingdom CV-Library Full time

    Senior Planner Remote (ideally North West based) Are you looking for your next Senior Planning opportunity? Then look no further! What's in it for you? - Life Assurance - Share save plan - Income protection - 25 days holiday + holiday purchase - Private medical insurance - Pension scheme - Volunteering Days - Exposure to large scale...

  • Senior Planner

    1 week ago


    Chorley, United Kingdom Russell Taylor Group Ltd Full time

    Senior Planner Remote (ideally North West based)Are you looking for your next Senior Planning opportunity?Then look no further!What's in it for you?- Life Assurance- Share save plan- Income protection - 25 days holiday + holiday purchase - Private medical insurance - Pension scheme - Volunteering Days - Exposure to large scale projectsWhat you'll be doing?o...

  • Senior Planner

    4 weeks ago


    Chorley, Lancashire, United Kingdom Scantec Personnel Limited Full time

    Senior Planner OpportunityWe are seeking an experienced Senior Planner to join our team at Scantec Personnel Limited. As a Senior Planner, you will play a key role in delivering high-impact projects across the nuclear, defence, and civil engineering sectors.Key Responsibilities:Collaborate with project managers to identify and meet project specifications,...

  • Senior Planner

    4 weeks ago


    Chorley, Lancashire, United Kingdom Scantec Personnel Limited Full time

    Senior Planner OpportunityWe are seeking an experienced Senior Planner to join our team at Scantec Personnel Limited. As a Senior Planner, you will play a key role in delivering high-impact projects across the nuclear, defence, and civil engineering sectors.Key Responsibilities:Collaborate with project managers to identify and meet project specifications,...


  • Chorley, United Kingdom Perspective Financial Group Ltd Full time

    **We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...


  • Chorley, United Kingdom Perspective Financial Group Ltd Full time

    **We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...

  • Senior Urban Planner

    3 weeks ago


    Chorley, Lancashire, United Kingdom Penguin Recruitment Full time

    About the Role:We are seeking a talented Senior Town Planner to join a leading planning consultancy in Aberdeen. This is a fantastic opportunity to work on a diverse portfolio of projects, including urban regeneration, residential developments, and large-scale infrastructure schemes.Key Responsibilities:Manage client relationships and provide strategic...

  • Senior Planner

    4 weeks ago


    Chorley, Lancashire, United Kingdom Scantec Personnel Limited Full time

    Senior Planner OpportunityWe are seeking an experienced Senior Planner to join our team at Scantec Personnel Limited. As a Senior Planner, you will play a key role in delivering high-impact projects across the nuclear, defence, and civil engineering sectors.Key Responsibilities:Collaborate with project managers to identify and meet project specifications,...

  • Senior Planner

    3 weeks ago


    Chorley, Lancashire, United Kingdom Scantec Personnel Limited Full time

    Senior Planner OpportunityWe are seeking an experienced Senior Planner to join our team at Scantec Personnel Limited. As a Senior Planner, you will play a key role in delivering high-impact projects across the nuclear, defence, and civil engineering sectors.Key Responsibilities:Collaborate with project managers to identify and meet project specifications,...

  • Financial Planner

    4 weeks ago


    Chorley, Lancashire, United Kingdom CleverHR Full time

    Join Our Team as a Financial AdviserWe are seeking a highly skilled and ambitious Financial Adviser to join our team at CleverHR. As a Financial Adviser, you will play a crucial role in delivering comprehensive and holistic advice to our clients across Chorley.About the RoleAs a Financial Adviser, you will be responsible for providing financial planning to...

  • Financial Planner

    4 weeks ago


    Chorley, Lancashire, United Kingdom CleverHR Full time

    Join Our Team as a Financial AdviserWe are seeking a highly skilled and ambitious Financial Adviser to join our team at CleverHR. As a Financial Adviser, you will play a crucial role in delivering comprehensive and holistic advice to our clients across Chorley.About the RoleAs a Financial Adviser, you will be responsible for providing financial planning to...

  • Financial Planner

    4 weeks ago


    Chorley, Lancashire, United Kingdom CleverHR Full time

    Join Our Team as a Financial AdviserAbout the RoleWe are seeking a highly skilled and ambitious Financial Adviser to join our team at CleverHR. As a Financial Adviser, you will be responsible for providing comprehensive and holistic advice to clients across Chorley, helping them achieve their financial goals and objectives.Key ResponsibilitiesDeliver...

  • Financial Planner

    3 weeks ago


    Chorley, Lancashire, United Kingdom CleverHR Full time

    Join Our Team as a Financial AdviserAbout the RoleWe are seeking a highly skilled and ambitious Financial Adviser to join our team at CleverHR. As a Financial Adviser, you will be responsible for providing comprehensive and holistic advice to clients across Chorley, helping them achieve their financial goals and objectives.Key ResponsibilitiesDeliver...

  • Financial Planner

    1 month ago


    Chorley, Lancashire, United Kingdom CleverHR Full time

    Join Our Team as a Financial AdviserAbout the RoleWe are seeking a highly skilled and ambitious Financial Adviser to join our team at CleverHR. As a Financial Adviser, you will be responsible for providing comprehensive and holistic advice to clients across Chorley, helping them achieve their financial goals and objectives.Key ResponsibilitiesDeliver...

  • Financial Planner

    1 month ago


    Chorley, Lancashire, United Kingdom CleverHR Full time

    Join Our Team as a Financial AdviserAbout the RoleWe are seeking a highly skilled and ambitious Financial Adviser to join our team at CleverHR. As a Financial Adviser, you will be responsible for providing comprehensive and holistic advice to clients across Chorley, helping them achieve their financial goals and objectives.Key ResponsibilitiesDeliver...


  • Chorley, Lancashire, United Kingdom Mitchell Hall Consulting Full time

    Role OverviewMitchell Hall Consulting is seeking an experienced Financial Planning Administrator to join their Chorley office. As a pivotal member of the team, you will support the Financial Planners, dealing with new business admin, client suitability reports, and client queries.Key ResponsibilitiesSupport the Financial Planners with administrative...

  • Senior Planner

    3 weeks ago


    Chorley, Lancashire, United Kingdom Russell Taylor Group Ltd Full time

    Senior Planner Remote (ideally North West based) Are you looking for your next Senior Planning opportunity? Then look no further! What's in it for you? Life AssuranceShare save planIncome protection25 days holiday + holiday purchasePrivate medical insurancePension schemeVolunteering DaysExposure to large scale projects What you'll be doing? o Senior...

  • Senior Planner

    3 weeks ago


    Chorley, Lancashire, United Kingdom Scantec Personnel Limited Full time

    We're seeking a highly skilled Senior Planner to join our team at Scantec Personnel Limited. As a Senior Planner, you will be responsible for collaborating with project managers to identify and meet project specifications, developing resource plans, project schedules, and cost estimates.Key Responsibilities:Provide real-time data to ensure project schedules...

  • M&a Team Leader

    5 months ago


    Chorley, United Kingdom Perspective Financial Group Ltd Full time

    We are one of the UK’s leading financial planning and wealth management firms with over 30 local offices nationwide. Founded in 2008, we employ over 400 people including over 160 highly qualified financial planners and paraplanners. We are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector. For us,...


  • Chorley, United Kingdom Perspective Financial Group Ltd Full time

    **We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...