Financial Planner / Financial Adviser
Manchester City Centre | £60,000–£85,000 + Bonus + Benefits
An established client bank, interesting financial planning work and a business that values client relationships over sales targets.
We're working with a highly regarded, independent firm of Chartered Financial Planners in central Manchester who are looking to recruit an experienced Financial Planner.
Established for over 20 years, the business has developed an excellent reputation for providing high-quality, personal financial advice. It has a strong technical team, a collaborative culture and expertise across some particularly interesting and specialist areas of financial planning.
The opportunity
Following the earlier-than-planned retirement of one of the firm's Partners, an established client bank is available for someone to take responsibility for.
The other Partners are currently looking after these clients, but the business is keen to appoint someone who can provide the continuity and personal attention they've come to expect.
This is very much a client servicing and relationship management opportunity rather than a business development role.
Advisers are salaried, and the firm's approach is built around delivering excellent advice rather than chasing sales targets. The bonus structure for this position reflects that, focusing on client retention rather than new business income.
There's also plenty of opportunity to work with additional clients, referrals and new enquiries.
Interesting, varied financial planning
The firm advises a broad range of clients, predominantly across the North West, covering everything from pensions, investments and retirement planning to more complex areas involving inheritance tax, trusts, estate planning and specialist financial circumstances.
One of the attractions is the collaborative approach. Advisers work alongside experienced colleagues with different technical specialisms, providing an opportunity to broaden their knowledge and work on some genuinely interesting cases.
Who we're looking for
We're keen to speak with experienced Financial Planners who:
Are Diploma qualified, ideally Chartered or working towards it
Have experience of independently managing an established client base
Are comfortable advising across a broad range of financial planning requirements
Take genuine pride in building long-term relationships and providing excellent client service
Would value a collaborative, technically strong environment
Are looking for somewhere to settle and develop their career over the longer term
Salary and benefits
£60,000–£85,000 basic salary depending on experience
Additional bonus focused on client retention
Comprehensive benefits package
Established client bank from day one
Flexible working arrangements, with some Manchester office presence preferred
Long-term opportunity within an established Chartered practice
This could be an excellent opportunity for an experienced Financial Planner who enjoys the advisory side of the profession but would welcome less emphasis on constantly generating new business.
Please apply or get in touch for a confidential conversation.