Financial Planner
hace 21 horas
Preston
Financial Planner – Wealth Management Location: Preston, Bolton, Lancaster Salary: £60,000 to £90,000 (up to £90,000 for Chartered candidates) + discretionary bonus An established and award-winning professional services firm is seeking an experienced Financial Planner to join its growing Wealth Management team. This is an excellent opportunity for a commercially driven adviser who thrives on developing new business and building long-term client relationships. With a strong presence across the UK and international backing, the firm offers a collaborative environment where Wealth Management works closely alongside accountancy, tax, audit, corporate finance, and advisory teams to deliver a truly holistic service to clients. This role is ideally suited to a Financial Planner who enjoys networking, generating referrals, and proactively winning new clients, rather than solely managing an existing client bank. The Opportunity • Join a high-growth Wealth Management division with strong internal referral opportunities, • Work alongside specialist teams including tax, audit, corporate finance, and advisory, • Benefit from some warm leads via an established client base, • Focus primarily on new business generation and client acquisition, • Be part of a firm that actively supports career development and progression Key Responsibilities • Identify, approach, and convert new business opportunities through networking, referrals, and professional connections, • Build and maintain strong relationships with clients and internal stakeholders, • Conduct detailed client fact-finds to understand financial goals, risk appetite, and current position, • Deliver tailored financial planning advice across pensions, investments, tax planning, and protection, • Develop and implement strategies for retirement planning, estate planning, and wealth preservation, • Provide ongoing reviews and adapt financial plans in line with client needs and regulatory requirements, • Ensure all advice is compliant with FCA regulations and internal standards, • Maintain accurate and timely client documentation and records Key Accountabilities • Client consultation and relationship management, • Financial planning across pensions, investments, and tax-efficient structures, • Investment research and portfolio recommendations, • Retirement planning, including drawdown and income strategies, • Full compliance with UK regulatory standards and FCA requirements Skills and Experience • Level 4 Diploma in Financial Planning (DipPFS) or equivalent as a minimum, • Chartered status desirable, with higher salary banding available, • Proven track record as a Financial Adviser in the UK market, • Strong business development capability with evidence of winning new clients, • In-depth knowledge of pensions, investments, ISAs, SIPPs, and tax planning, • Strong understanding of FCA regulations and compliance frameworks, • Excellent interpersonal and communication skills, • Self-motivated, commercially driven, and able to work independently What’s on Offer • Competitive basic salary ranging from £60,000 to £90,000, • £80,000 – £90,000 typically offered for Chartered candidates, • Discretionary bonus scheme, • Access to internal referral networks and multidisciplinary support, • Clear career progression within a growing national and international firm, • If you are an ambitious Financial Planner looking to take the next step in your career within a supportive and growth-focused environment, this could be the ideal opportunity.