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Financial Planner

  • Lancashire, Preston, Blackpool
  • Permanent
  • Negotiable, up to around £55,000 plus company benefits

Job details.

Position: Financial Planner

Location: Lancashire, Near Preston

Company: Well Established Firm of Independent Financial Advisors

About the Company: Our client is a highly reputable and well-established firm of Independent Financial Advisors based in Lancashire, near Preston. With a strong focus on providing holistic financial advice, particularly in the areas of Pensions and Investments, they have built a loyal client base over the years. As they continue to grow, they are now seeking a talented Financial Planner to join their team.

Role Overview: As a Financial Planner, you will be responsible for servicing and developing a book of existing clients, providing comprehensive financial advice tailored to their individual needs. With a focus on pensions and investments, you will play a key role in helping clients achieve their financial goals and secure their futures.

Key Responsibilities:

  • Provide holistic financial planning advice to clients, with a focus on pensions and investments.
  • Build and maintain strong relationships with existing clients, ensuring high levels of client satisfaction and retention.
  • Identify opportunities for additional services and products that meet clients' needs.
  • Keep abreast of industry developments and changes in regulations to ensure advice is up-to-date and compliant.
  • Work closely with other members of the team to deliver exceptional service and contribute to the overall success of the firm.


  • Previous experience as a Financial Planner or Advisor, preferably within an independent financial advisory firm.
  • Strong knowledge of pensions and investments, with the ability to provide comprehensive advice to clients.
  • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
  • Qualified to a minimum of Diploma level (DipFA, DipPFS, or equivalent). Chartered status would be advantageous.
  • A proactive and client-focused approach, with a commitment to delivering high-quality service.

Salary and Benefits:

  • Competitive salary up to £55,000, depending on experience and qualifications.
  • Company benefits package.
  • Hybrid working arrangements available.
  • Opportunity for further growth and development within the company, with additional clients becoming available as the firm continues to expand.


  1. Financial Services
  2. Financial Planning

David Everingham

Director - Financial Services

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