Eventus Recruitment are working with a well-established Financial Planning firm based in the Carlisle, Cumbria, who are seeking to recruit a Financial Planner to join their advisory team. 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. You will be rewarded with a range of excellent benefits, including: 30 days holiday + Bank holidays, Group Life Scheme, DIS, lucrative commission scheme, flexible working, hybrid working, and an excellent pension scheme.

Role responsibilities

As a Financial Planner you will have access to an existing client bank, whilst also receiving excellent support for growing a significant book of clients of your own. 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:

• Cultivating and nurture strong client relationships, with a focus on providing top-notch financial planning services.
• Working collaboratively to identify opportunities for 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.
• Meeting and exceeding targets and performance metrics.

Person specification

You will already have attained the Level 4 Qualification in Regulated Financial Advice, and have relevant professional experience, ideally a minimum of five years’ experience and working towards Level 6 Advanced Qualification.

Additionally, are you…

• Someone who is ready to take the next step in your career and can demonstrate that you are proactive, energetic, and ambitious?
• Someone who has a client-centric approach and mindset?
• Can you demonstrate excellent levels of client service?
• Someone who thrives on developing strong and lasting professional relationships with clients, both in person and remotely?
• A capable self-starter who can maximise the support structure behind you to achieve your aspirations and potential?
• An individual with the ability to generate client referrals and follow them through to completion
• Someone who cares deeply about best practice, strong team spirit and positive client outcomes?

Benefits and rewards

For the right candidate there is a generous remuneration package on offer. You will be employed with a competitive salary to reflect experience, and a generous on target earnings bonus. You will have the potential to earn £90k+ per annum, within two years, with the opportunity for further progression.

Benefits include 30 days holiday + Bank holidays, Group Life Scheme, DIS, lucrative commission scheme, flexible working, hybrid working, and an 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

The firm will provide bespoke support to ensure your smooth transition into their business including:

• Existing client servicing opportunities, with both private and corporate clients
• Specialist advice and technical support
• Exceptional marketing support
• Streamlined administration allowing more face-to-face time with clients

You will receive all the support and training required to build your potential and further your career, network and clients. This includes a team approach to help with client acquisition – the company will work on business development and growth together - as well as supporting you to build long-term relationships.

You will have the benefit of working with highly trained advice professionals using proven processes and the latest technology. You will be supported to ensure that client cases are processed efficiently and effectively. This will enable you to focus your time on face-to-face activity with clients, without being burdened with excessive administration.

You will be provided with an environment in which you can concentrate on what is important: providing true financial planning to clients to help them meet their financial needs and objectives. 

Next Steps

This is a fantastic opportunity for an experienced financial planner looking to take the next step in their career, working with a business that is committed to supporting you on your journey.

Apply now if your skills and experience align with this Financial Planner / IFA 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 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