Financial Planner
We are seeking an experienced Financial Planner to join a growing, independent financial advice group. This is a client-facing role offering a high degree of autonomy, flexibility, and long-term career progression within a collaborative and professional environment.
The role can be home-based or office-based and offers flexibility around working hours to meet client needs. You will work closely with a Regional Director and wider support teams, including paraplanners and administrators, to deliver high-quality, compliant financial advice to a broad client base, including high-net-worth individuals.
You will be responsible for building long-term client relationships, understanding clients’ financial objectives, and providing clear, well-researched advice across investments, pensions, and broader financial planning. The position also suits someone who enjoys developing business, either through an existing client bank or by building relationships with professional introducers such as accountants and solicitors.
Key Responsibilities
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Meet with clients to understand their financial position, objectives, and long-term plans
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Deliver compliant, high-quality financial advice in line with FCA requirements and internal standards
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Work collaboratively with paraplanners, support staff, and management to ensure excellent client outcomes
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Prepare and present clear recommendations and financial reports
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Maintain accurate client records and documentation using an Intelliflo (IO) system
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Build and develop relationships with professional introducers and identify new business opportunities
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Maintain CPD and uphold the highest standards of ethics, integrity, and client care
Requirements
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Level 4 qualified (DipPFS, DipFA, or equivalent)
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Chartered status or working towards Level 6 qualifications preferred
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Minimum of 3–5 years’ experience providing investment and pension advice
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Strong knowledge of FCA regulations, compliance, and Treating Customers Fairly principles
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Well organised, IT literate, and confident communicating with clients at all levels
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Self-motivated with a strong relationship-building and business development mindset
Package
This role offers a salary in the region of £50,000–£80,000 plus a discretionary bonus, alongside an attractive benefits package. Benefits include 25 days’ holiday plus bank holidays (increasing with service), pension contribution, private medical insurance, income protection, death-in-service cover, and flexible working arrangements