Job Title: Financial Planner
Location: Bury (Hybrid Working Available)
Salary: Competitive Employed Package + Bonus
A highly respected, boutique firm of Independent Financial Advisors based in Bury is looking to appoint an ambitious and personable Financial Planner to take over a high-quality book of clients from a retiring advisor.
This is a fantastic opportunity for a recently qualified Financial Advisor (ideally with around 1–2 years of client-facing experience) to join a supportive, close-knit team and develop their skills within a well-established and growing business.
The Opportunity:
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Inherit a loyal client bank of approximately 100 households, generating around £80K in recurring income
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Build on strong existing relationships while developing new ones from regular new enquiries and leads
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Benefit from full paraplanning and administration support, allowing you to focus on providing exceptional advice and service
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Enjoy hybrid working from modern offices in Bury, offering a flexible approach to work-life balance
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Be part of a collaborative and future-focused team, with two more advisor retirements expected in the coming years, offering further succession opportunities
Who This Role Would Suit:
This role is ideal for someone at the early stages of their advisory career, ready to take on a client bank and grow into a key part of the firm's future.
You’ll be:
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Level 4 Diploma qualified (or very close to completion)
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Professional, approachable, and focused on building long-term client relationships
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Looking for a career development pathway within a stable and friendly team
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Motivated by quality advice, service, and sustainable business growth
What’s in it for you?
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A warm book of business with recurring income
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Employed salary with attractive bonus potential
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Supportive working environment with experienced colleagues
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Genuine progression and succession opportunities
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Hybrid working and a healthy work-life balance
Sector:
- Financial Services
- Financial Planning
