At a Glance
- Tasks: Build long-term client relationships and develop tailored financial plans.
- Company: Reputable Financial Planning business with a strong presence in Manchester.
- Benefits: Competitive salary, flexible working, generous holiday, and lucrative bonuses.
- Other info: Work remotely or in-office with excellent career growth opportunities.
- Why this job: Join a supportive team and make a real impact on clients' financial futures.
- Qualifications: Experience as a Financial Planner and strong interpersonal skills.
The predicted salary is between 50000 - 60000 € per year.
Eventus Recruitment are seeking a full-time, permanent Financial Planner to join a reputable and well-established Financial Planning business based in Manchester, Greater Manchester. This role can be either remote, hybrid or office-based, depending on your preference and location, with the head office located in Manchester. This is an outstanding opportunity for a qualified Financial Adviser or Financial Planner to work with high-quality, warm leads generated through a strategic national partnership. The incoming Financial Planning professional will benefit from flexible working arrangements, a competitive salary of £50,000 – £60,000, a lucrative quarterly bonus scheme, 25 days holiday plus bank holidays, Group Life Scheme, DIS and an excellent pension.
Role Responsibilities
- Receive an almost unlimited supply of high-quality, warm leads with an average investable asset base of £500,000.
- Building and maintaining long-term client relationships through outstanding financial advice and service.
- Developing tailored financial plans to meet clients’ unique objectives and requirements.
- Collaborating with internal teams to identify and implement financial planning strategies.
- Keeping up to date with industry trends and regulatory requirements to provide compliant, up-to-date advice.
- Meeting and exceeding performance targets and contributing to business growth.
Person Specification
- Proven experience as a successful Holistic Financial Planner / Financial Adviser.
- Skilled in advising high-net-worth clients, ideally including experience with EIS, IHT Schemes, VCT, and Trusts.
- Highly motivated and proactive with a strong desire to close business.
- Exceptional interpersonal and communication skills.
- Ability to deliver personalised advice and understand clients’ complex financial needs.
- Holding appropriate financial planning qualifications and regulatory certifications.
- Strong sales and negotiation capabilities.
Benefits and Rewards
- Competitive salary of £50,000 – £60,000 (flexible depending on experience).
- 25 days holiday plus bank holidays.
- Group Life Scheme and DIS.
- Excellent pension scheme.
- Lucrative quarterly bonus structure:
- New Business Bonus: 20% of net initial fee income above threshold (1x basic salary).
- Client Servicing Bonus: 15% of net ongoing advice fee income (no validation).
About the Company
This is a leading, privately‑owned Financial Planning business with a strong presence in Manchester and clients across the UK. Known for its client‑centric approach, the business provides tailored independent financial advice supported by an internal structure that fosters adviser success. Their strategic partnership with a nationally recognised organisation ensures a consistent pipeline of high-quality leads, enabling advisers to focus on client relationships and growth.
Equal Opportunities
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.
Financial Planner in Chester employer: Eventus Recruitment Group
Join a leading, privately-owned Financial Planning business in Manchester that prioritises your professional growth and work-life balance. With flexible working arrangements, a competitive salary, and a lucrative bonus structure, you will thrive in a supportive environment that values client relationships and offers an abundance of high-quality leads. This is an exceptional opportunity to develop your career while making a meaningful impact on clients' financial futures.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Chester
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to chat with someone about your skills, make sure you can clearly explain what makes you a great Financial Planner. Highlight your experience with high-net-worth clients and your knack for building relationships.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in making you memorable. Use this opportunity to reiterate your enthusiasm for the role and remind them why you’re the perfect fit for their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for talented Financial Planners like you. Plus, applying directly shows your interest and commitment to joining our fantastic team.
We think you need these skills to ace Financial Planner in Chester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Financial Planner role. Highlight your experience with high-net-worth clients and any relevant qualifications to grab our attention!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial planning and how you can contribute to our client-centric approach. Keep it engaging and personal!
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! Whether it’s exceeding performance targets or successfully managing client relationships, we want to see how you've made an impact in your previous roles.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Eventus Recruitment Group
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your expertise in financial metrics. Brush up on key figures related to EIS, IHT Schemes, and VCTs. Be ready to discuss how these can benefit high-net-worth clients, as this will show your depth of knowledge and ability to provide tailored advice.
✨Showcase Your Relationship Skills
This role is all about building long-term client relationships. Prepare examples from your past experiences where you successfully developed client trust and satisfaction. Highlight your interpersonal skills and how they’ve helped you close deals or retain clients.
✨Stay Updated on Industry Trends
Make sure you’re aware of the latest trends and regulatory changes in the financial planning industry. Being able to discuss current events or recent changes shows that you’re proactive and committed to providing compliant, up-to-date advice.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about how you would handle specific client situations or challenges. Practising these scenarios can help you articulate your thought process and decision-making skills during the interview.
