Financial Planner

1 week ago

Accrington, Lancashire, United Kingdom Recruit UK | Certified B Corp™ Full time

Job Title: Financial Advisor

Industry: Financial Services

Estimated Salary: Up to £65,000 per annum.

Location: Accrington, Lancashire.

Award-winning Recruit UK | Certified B Corp is working on an excellent opportunity for a skilled Financial Adviser to join our esteemed UK-wide financial advice company. We are seeking a talented individual to manage existing client relationships and cultivate new business opportunities.

Company Overview:

We offer comprehensive financial planning and wealth management services across the UK. Our team provides independent, expert advice to help clients achieve their financial goals.

Key Responsibilities:

  • Manage an existing portfolio of high net worth (HNW) clients and develop strategies for growth.
  • Deliver exceptional customer service and provide tailored financial solutions to meet client needs.
  • Collaborate with the paraplanning and administration teams to ensure seamless support.
  • Contribute to the development of new business leads and pitches.

Requirements:

To be successful in this role, you will need:

  • Diploma (Dip PFS) or equivalent qualification in financial services.
  • Proven experience as a Financial Adviser, with SPS & CAS status.

Benefits:

  • Competitive salary up to £65,000 per annum.
  • Attractive bonus scheme with potential OTE £100k+.
  • Regular salary reviews.
  • Flexible working arrangements, including office and home-based options.
  • Professional study support and ongoing training.

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