Eventus Recruitment are seeking an experienced Financial Planner to join a highly regarded Independent Financial Advisory practice based near Wilmslow, Cheshire. This is a permanent, full-time job with a competitive salary of £60,000 – £80,000. The incoming Financial Planner will benefit from an established and loyal client bank, hybrid working opportunities, private medical insurance, excellent pension scheme, and strong long-term career prospects. This Financial Adviser job in Wilmslow is available due to continued business growth, making it an excellent opportunity to progress your career within a supportive and client-focused team.
Job Responsibilities
The Financial Planner will be responsible for providing holistic financial advice and nurturing client relationships. The incoming Financial Planner / Financial Adviser will be supported with referrals and will have access to a client bank, while also being encouraged to develop new business opportunities. Key responsibilities include:
* Servicing and developing an existing client bank, with additional referrals for growth.
* Building strong, long-term client relationships with a lifestyle financial planning approach.
* Delivering personalised financial plans tailored to each client's objectives.
* Providing cash flow planning and holistic advice across pensions, investments, protection and tax planning.
* Staying up to date with regulatory and industry developments.
* Meeting agreed performance metrics and delivering high-quality service standards.
* Working collaboratively with colleagues to identify wider planning opportunities.
Person Specification
The hiring company are seeking a skilled Financial Planner to complement their advisory team in Wilmslow. The successful incoming applicant will demonstrate:
* A proven track record as a Financial Planner, Financial Adviser or IFA.
* Relevant financial planning qualifications and authorisations.
* Excellent interpersonal and communication skills.
* A holistic, client-focused approach to financial planning.
* Ability to work autonomously and collaboratively within a team.
* Strong business development mindset with focus on referrals rather than cold new business.
Benefits and Rewards
This Financial Planner job in Wilmslow offers an excellent package designed to reward and support employees. Benefits include:
* Salary £60,000 – £80,000 per annum (depending on experience).
* Permanent, full-time position.
* Hybrid working and flexibility with occasional remote working.
* 25 days holiday plus bank holidays.
* Private medical insurance.
* Excellent pension scheme.
* Death in Service cover (x4).
* Bonus scheme.
About the Company
This is a boutique Financial Planning business near Wilmslow, Cheshire, with a strong reputation for delivering holistic, lifestyle-based financial planning. The business places great emphasis on understanding clients' unique goals and tailoring solutions to fit their needs. Known for its collaborative and supportive working culture, the employer values both client satisfaction and employee wellbeing. Advisers, administrators and directors are treated equally, creating a professional yet friendly working environment where long-term careers are nurtured.
Next Steps
Apply now if your skills and experience align with this Financial Planner job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Group via email at or phone for a confidential discussion. If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.