Eventus Recruitment Cheshire are working with a well-established Financial Planning Practice based in Bolton, Greater Manchester, who are seeking to recruit a Financial Planner, to join their advisory team, on a full time permanent basis. The team prides themselves on understanding clients' unique needs and delivering tailored solutions. They are known for their commitment to delivering high-quality services and building enduring client relationships.
Role responsibilities
As a Financial Planner you will have access to, and be servicing an existing client bank, whilst also developing a significant book of clients of your own in the coming years. This is an excellent opportunity for a Financial Planner, who would like to benefit from the business’s existing client relationships, whilst also being supported to grow their client base alongside:
- Providing ongoing financial advice covering a broad range of areas: Pensions and Retirement Planning – pension contributions; carry forward; lifetime allowance (LTA) planning & drawdown advice; Inheritance tax and Estate Planning; Tax-efficient cash flow strategies using cash-flow analyses; Optimising Investments – Reviewing suitability of investment wrappers.
- Cultivating and nurture strong client relationships, with a focus on providing top-notch financial planning services.
- Developing and implementing customised financial plans tailored to each client's unique objectives and requirements.
- Staying updated on industry trends and regulatory changes to offer the best possible financial advice.
Person specification
The incoming Financial Planner will have the following experience, skills and attributes:
- A proven track record as a successful Financial Planner.
- Exceptional interpersonal and communication skills.
- Demonstrated ability to understand and address clients' financial needs.
- Relevant financial planning certifications and licenses.
- Strong sales and negotiation abilities.
Benefits and rewards
The salary for this position is competitive and flexible, and accompanied by a rewarding benefits package. Benefits include:
- 25 days holiday + bank holidays.
- Death in service benefit.
- Retention bonus.
- Performance bonus.
- Excellent pension scheme.
If you are an ambitious and skilled Financial Planner looking for an exciting opportunity to advance your career with a reputable firm that values client satisfaction and long-term relationships, we encourage you to apply.
About the company
This is a leading Financial Planning / IFA Firm in Bolton, Greater Manchester, offering a complete range of independent Financial Planning offerings. The company shows a keen interest in the wellbeing of employees and offers excellent working conditions.
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 Cheshire 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 in the Legal, HR, Finance and Accountancy sectors across the UK. Please note that 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.