Financial Planner – Inherit and Build on an Established Client Bank | Southport | £55,000 - £65,000
Are you an experienced Financial Planner looking for the right platform to take your career to the next level? This is a standout opportunity to inherit an established portfolio of loyal clients while also building your own client base within a respected, independent wealth management firm based in Southport.
Why join this firm?
* Established client bank ready to inherit – take over an existing portfolio of valued clients, providing immediate opportunity to deliver high-quality financial advice.
* Growth and development focus – you will have support to develop new client relationships through effective marketing, networking, and client referrals.
* Supportive, client-first culture – this firm prides itself on integrity, professionalism, and putting clients at the centre of everything it does.
* Comprehensive back-office support – dedicated paraplanning and administration teams to enable you to focus on client relationships and business growth.
* Modern, flexible working – the firm embraces technology and offers hybrid working options to support work-life balance.
Role overview
* Take over and service an existing client portfolio, delivering holistic financial planning advice
* Identify and act on opportunities to develop additional business both within the client base and externally
* Provide advice across pensions, investments, protection, and estate/IHT planning
* Ensure compliance with FCA regulations and internal governance standards
* Build strong, lasting relationships based on trust, integrity, and client success
About you
* Level 4 Diploma in Financial Planning (or equivalent) – Chartered status or progression towards this would be advantageous
* Strong communication and relationship management skills
* Demonstrated ability to deliver quality financial advice to a diverse client base
* Motivated to grow your portfolio and contribute to the success of the business
* Ideally based within a reasonable commute of Southport (hybrid options available)
How to apply
If you are ready to take on an established client base and grow your career with a firm that supports your success, we’d love to hear from you. Apply now to learn more.
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