An exciting opportunity has arisen for a driven and client-focused Financial Planner to join a reputable and well-established wealth management practice based in Newcastle-under-Lyme. You will inherit an existing book of between 100–150 clients, with strong paraplanning and administrative support provided. However, a key part of the role will involve the development of new business, so a proactive and entrepreneurial mindset is essential. Key Responsibilities * Manage and develop an existing portfolio of 100–150 clients, maintaining a high standard of ongoing advice and service. * Proactively generate new business opportunities and grow your client base through referrals, networking, and business development initiatives. * Deliver comprehensive, compliant financial planning solutions across pensions, investments, protection, and tax-efficient strategies. * Build long-term relationships based on trust, professionalism, and quality advice. * Work closely with the in-house paraplanning and administrative team to ensure efficient and compliant operations. * Maintain up-to-date knowledge of financial products, markets, and regulatory requirements. Key Requirements * Level 4 Diploma in Regulated Financial Planning (or equivalent) is essential. * Ideally already CAS status (Competent Adviser Status) or working towards it. * Proven experience as a financial adviser or planner, preferably within a regulated environment. * Excellent communication, interpersonal, and relationship-building skills. * A self-starter with a strong work ethic and a track record in business development. Remuneration and Benefits * Basic salary: £30,000 * Bonus structure: * 25% on Initial Advice Fees (IAF) * 50% on Ongoing Advice Fees (OAF) * On-target earnings: £70,000 (realistic, based on meeting minimum targets)