Eventus Recruitment are seeking an experienced and ambitious Financial Planner to join a highly regarded Financial Advisory business based near Warrington, Cheshire. This is a permanent, full-time Financial Planner job offering hybrid working, with the flexibility to combine office and remote working to suit your lifestyle. You will inherit an existing client bank with established, long-term relationships, supported by a consistent flow of warm leads each month. The business is expanding due to continued client growth and an excellent reputation for delivering trusted, bespoke financial advice. This Financial Planner / IFA job offers an outstanding benefits package, including hybrid and remote working options, 26 days holiday plus bank holidays (rising to 30 days with service), Group Life Scheme (x4 salary), lucrative commission and profit-share schemes, PMI, enhanced sick pay, flexible working, and an excellent pension scheme. This is a fantastic opportunity for a Financial Planner looking to progress their career in Warrington, Cheshire within a collaborative and supportive Financial Planning business.

Job Responsibilities

The incoming Financial Planner will provide holistic financial advice and develop strong, long-term relationships with clients, supported by expert paraplanning and administrative teams. Key duties of this Financial Planner job in Warrington include:

• Managing and developing existing client relationships, ensuring high-quality financial planning services are delivered.
• Conducting detailed financial reviews and annual client meetings.
• Identifying opportunities for financial planning and wealth management services.
• Developing tailored financial plans based on individual client goals and circumstances.
• Staying informed on market trends, financial products, and regulatory changes.
• Meeting and exceeding agreed business and performance objectives.
• Collaborating closely with internal teams to ensure seamless client service delivery.

Person Specification

The Financial Planning business seeks a qualified and proactive Financial Planner who is ready to advance their career within a supportive and forward-thinking environment. The ideal Financial Planner will:

• Hold the Level 4 Diploma in Regulated Financial Planning and have achieved CAS status.
• Demonstrate a client-centric, ethical approach with a strong service focus.
• Be ambitious, proactive, and commercially minded.
• Have excellent relationship-building skills, both in-person and remotely.
• Be confident generating referrals and developing new business opportunities.
• Value best practice, teamwork, and positive client outcomes.

Benefits and Rewards

This Financial Planner job offers a comprehensive remuneration and benefits package, including the potential to earn £90,000+ within two years, alongside career development support. Key benefits include:

• Competitive base salary with generous on-target earnings and progression potential.
• Hybrid and remote working options for improved work-life balance.
• 26 days holiday plus bank holidays (rising to 30 days with service), with the option to buy or sell days.
• Group Life Scheme (x4 salary) and Profit Share Bonus.
• Private Medical Insurance and enhanced sick pay.
• Flexible working arrangements
• Excellent pension scheme.
• Enhanced sick pay
• Marketing, technical, and administrative support to maximise client-facing time.
• Full transition support, including existing client servicing opportunities and bespoke onboarding.

About the Company

The employer is a respected Financial Planning business with over 25 years of experience serving clients in and around Warrington, Cheshire. The team is dedicated to providing impartial, tailored financial advice that empowers clients to achieve their life goals. Their ethos centres around listening, understanding, and delivering meaningful financial outcomes through collaboration, curiosity, and care.
Employees enjoy working within a people-focused environment that values development, integrity, and teamwork. The business invests heavily in technology and ongoing professional training to ensure clients receive market-leading service and employees can achieve their professional ambitions.

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 duncan.mcilroy@eventusfinance.com or phone 07950 472 004 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