Eventus Recruitment are seeking a Financial Planner to join a growing, independent financial planning firm in St Helens, Merseyside, advising clients across St Helens, Warrington, Wigan and Liverpool. This is a full-time, permanent job with hybrid working, a competitive basic salary, a monthly commission structure and a profit-share bonus of 5% of salary, with £90,000+ achievable within two years. You will take on an established client bank of up to around 100 clients from day one, backed by a consistent flow of high-quality leads from accountants, solicitors, an in-house business development manager and client referrals. The package also includes a 5% employer pension, 26 days' holiday plus bank holidays rising to 30 with service, and flexible hours Monday to Friday.
Role Responsibilities
The incoming Financial Planner starts with an established client bank. You will inherit up to around 100 clients with long-standing relationships already in place, and grow your own book from leads the firm generates for you through its accountant and solicitor connections, its business development manager and referrals from existing clients. Those professional connections regularly bring corporate and employee benefits work as well as private clients, so this Financial Planner job offers real variety, with paraplanning and administration in-house so your time goes on clients.
Key responsibilities include:
- Servicing inherited clients and spotting further planning needs
- Building and converting new business from introducer and referral leads
- Advising private, corporate and employee benefits clients on pensions, investments and protection
- Building tailored financial plans around each client's goals
- Running annual reviews and keeping long-term relationships strong
- Working with the business development manager on introducer relationships
- Briefing the paraplanning team and checking reports before they go out
- Keeping client records and compliance files up to date
Person Specification
The successful Financial Planner will hold the Level 4 Diploma in Regulated Financial Planning and competent adviser status. Ideally you will have three to five years' advising experience, though that is not a deal breaker for someone who can show the right client skills and ambition. Advisers currently titled Financial Adviser or IFA are equally welcome.
You should also be able to demonstrate the following:
- Level 4 Diploma in Regulated Financial Planning with competent adviser status
- Experience advising clients on pensions, investments and retirement planning
- Ability to generate referrals and follow them through to completion
- Organisation to manage a full client bank alongside new business
- A proactive approach to growing your own book
- Accuracy and care in regulated advice and record keeping
- Clear communication with clients in person and remotely
- A client-first attitude and enjoyment of working as part of a team
Benefits and Rewards
This Financial Planner job is full-time and permanent, Monday to Friday, with hybrid working based from the St Helens, Merseyside office. Earnings of £90,000+ are very achievable within two years, and the package includes:
- Competitive basic salary depending on experience
- Monthly commission structure on top of basic salary
- Profit-share bonus of 5% of salary
- £90,000+ achievable within two years
- An inherited client bank of around 100 clients
- Consistent leads from accountants, solicitors, a BDM and referrals
- Hybrid working, combining office and remote working
- Flexible start between 8 and 10 and finish between 4 and 6
- 5% employer pension through a salary sacrifice scheme
- 26 days' holiday plus bank holidays, rising to 30 with service
- Option to buy or sell holiday, plus a day off for your birthday
- Life cover at 3x salary after one year's service
- Private medical insurance after a qualifying period
- Enhanced company sick pay once probation is passed, rising with service
- In-house paraplanning and administration support
- CII and Diploma study support
- Free parking
About the Company
The employer is a founder-led, independent financial planning firm in St Helens, Merseyside, that advises whole of market across pensions, investments, retirement planning, inheritance tax, mortgages, protection and corporate benefits. It has grown over two decades largely on recommendation, and the team of 18 is planned to reach around 30 over the next three years. Alongside the advisers sit in-house paraplanners, administrators and a business development manager.
A recent adviser who I placed there told me it was the right move without question. He has plenty of clients, and he now has the paraplanning and administration support behind him that his previous firm never gave him. The firm also grows its own people: one of its current advisers joined as an administrator, moved into paraplanning and now advises clients, with qualifications supported along the way.
Next Steps
Apply now if your skills and experience align with this job. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group via email at duncan.mcilroy@eventusfinance.com or phone 07950 472 004. If this particular job isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market.
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 at the bottom of our website.