Free cookie consent management tool by TermsFeed Financial Planner - Client book provided in Lancashire, Wigan | MBF

Financial Planner - Client book provided

  • Lancashire, Wigan
  • Permanent
  • £50,000 plus bonuses

Job details.

Independent Financial Advisor (IFA)

Location: Wigan Area (Remote role with local client meetings)

Salary: £50,000 per annum plus bonuses

About the Opportunity

We are recruiting on behalf of a national Independent Financial Advisory group for an experienced Independent Financial Advisor to take over a well-established client bank from a retiring advisor in the Wigan area.

This is a servicing-focused position rather than a sales role, making it ideal for a professional advisor who enjoys delivering high-quality advice and long-term client care without the pressure of business development.

The Role

You will be responsible for servicing an existing, loyal client base, maintaining relationships, and providing ongoing financial advice. Comprehensive paraplanning and administrative support is provided, enabling you to focus entirely on client-facing work.

Key Details and Benefits

Basic Salary: £50,000 per annum

Performance Bonus:

  • Validation at three times salary
  • 20 percent bonus on all earnings above validation
  • Bonuses paid quarterly

Client Bank:

  • Generates £125,000 to £150,000 in ongoing income
  • 100 percent of income credited towards validation

Pension: 8 percent non-contributory

Additional Benefits:

  • Death in Service
  • Private Medical Insurance

Support: Full paraplanning and administrative support

Working Pattern:

  • Remote role
  • Clients based locally in the Wigan area
  • Travel required for client meetings

Ideal Candidate Profile

  • An experienced Independent Financial Advisor with a strong background in client servicing
  • Someone seeking stability in an employed role with clients provided
  • A professional focused on ethical advice, relationship management, and long-term client outcomes
  • An advisor looking to reduce sales pressure and concentrate on servicing and advice

Independent Financial Advisor (IFA)

Location: Wigan Area (Remote role with local client meetings)

Salary: £50,000 per annum plus bonuses

About the Opportunity

We are recruiting on behalf of a national Independent Financial Advisory group for an experienced Independent Financial Advisor to take over a well-established client bank from a retiring advisor in the Wigan area.

This is a servicing-focused position rather than a sales role, making it ideal for a professional advisor who enjoys delivering high-quality advice and long-term client care without the pressure of business development.

The Role

You will be responsible for servicing an existing, loyal client base, maintaining relationships, and providing ongoing financial advice. Comprehensive paraplanning and administrative support is provided, enabling you to focus entirely on client-facing work.

Key Details and Benefits

Basic Salary: £50,000 per annum

Performance Bonus:

  • Validation at three times salary
  • 20 percent bonus on all earnings above validation
  • Bonuses paid quarterly

Client Bank:

  • Generates £125,000 to £150,000 in ongoing income
  • 100 percent of income credited towards validation

Pension: 8 percent non-contributory

Additional Benefits:

  • Death in Service
  • Private Medical Insurance

Support: Full paraplanning and administrative support

Working Pattern:

  • Remote role
  • Clients based locally in the Wigan area
  • Travel required for client meetings

Ideal Candidate Profile

  • An experienced Independent Financial Advisor with a strong background in client servicing
  • Someone seeking stability in an employed role with clients provided
  • A professional focused on ethical advice, relationship management, and long-term client outcomes
  • An advisor looking to reduce sales pressure and concentrate on servicing and advice

Sector:

  1. Financial Services
  2. Financial Planning

David Everingham

Financial Services

Contact Us

similar jobs.

Financial Planner

  • Tyne and Wear, Newcastle-upon-Tyne, Tyne and Wear, Newcastle upon Tyne, North Tyneside, South Tyneside, Newcastle
  • around £60,000 plus excellent bonus and benefits

Financial Planner Salary circa £60,000 plus exceptional bonus structure Location Hybrid with office presence required Full time Permanent An established and fast growing wealth management firm...

Financial Planner

  • West Midlands, Birmingham, West Midlands, Birmingham
  • up to £100,000 plus bonus and benefits

Financial Planner Location: Birmingham Salary: Up to £100,000 plus bonus and excellent benefits An established, highly respected wealth management firm is looking to appoint an experienced Fina...

Paraplanner - Client facing

  • Staffordshire, Lichfield, Staffordshire, East Staffordshire, Lichfield
  • up to £60,000 plus benefits and bonus

Paraplanner (with Client-Facing Responsibility) Salary: £45,000 - £60,000 (DOE & qualifications) + company benefits Location: Lichfield - Hybrid working (3 days office / 2 days home) I am rec...

Financial Planner

  • Leicestershire, Lichfield, Leicestershire, Loughborough, Lichfield
  • Negotiable, up to around £80,000 plus Bonus and benefits

Financial Planner – Loughborough, Leicestershire A well‑established and highly regarded independent financial planning firm in Loughborough is seeking an experienced Financial Planner to join their...

Paraplanner

  • Lancashire, Preston, Blackpool, Lancashire, Fylde, Preston
  • up to £50,000 plus company benefits

Senior Paraplanner - Permanent Location: Near Preston (Hybrid / Flexible Working Available) Salary: Negotiable (Dependent on Experience) We are working with a well-established and highly rega...

Financial Planning Administrator

  • West Midlands, Wolverhampton, West Midlands, Wolverhampton
  • £26,000 to £30,000 plus benefits

Financial Planning Administrator Salary: £26,000 – £30,000 per annum + benefits Location: Wolverhampton Job Type: Full-time, permanent Working Hours: Monday to Friday, 9:00am–5:00pm (early finis...

Senior Paraplanner

  • West Midlands, Birmingham, West Midlands, Birmingham
  • up to £50,000 plus company benefits

Senior Paraplanner – Sutton Coldfield Salary: Up to £50,000 per annum (dependent on experience) Employment Type: Full-time, Permanent Location: Sutton Coldfield We are recruiting on behalf of ...

Compliance Manager

  • West Midlands, Birmingham, West Midlands, Birmingham, Bromsgrove
  • up to £50,000 plus benefits (potentially negotiable)

Compliance Manager Financial Planning Firm | South Birmingham | Hybrid Working An established and growing Financial Planning firm based in South Birmingham is seeking an experienced Compliance M...

don't miss out on great offers.

Decor

Get new jobs for this search by email

Loading...