We are seeking an experienced, client-focused Financial Planner to join our growing team in Sunderland. You will provide holistic financial planning advice to individuals, families and business owners while building long-term trusted relationships.
The Opportunity
We are seeking an experienced, client-focused Financial Planner to join our growing team in Sunderland. You will provide holistic financial planning advice to individuals, families and business owners while building long-term trusted relationships.
Key Responsibilities
- Provide advice on pensions, investments, retirement and protection planning.
- Conduct client reviews and develop tailored financial strategies.
- Build and maintain strong client relationships.
- Work with paraplanners and administrators to deliver excellent client outcomes.
- Support business growth through referrals and professional networking.
- Ensure compliance with FCA and St. James's Place standards.
What We are Looking For
- Level 4 Diploma in Financial Planning (or equivalent).
- Competent Adviser Status (CAS).
- Strong knowledge of pensions, investments and wealth management.
- Excellent communication and relationship-building skills.
- A client-first approach and commitment to professional excellence.
What We Offer
- Competitive salary and bonus structure.
- Professional development and support towards Chartered status.
- Dedicated paraplanning and administrative support.
- Career progression within a successful and growing Practice.
- Pension and additional benefits package.
If you are passionate about delivering outstanding financial advice and want to be part of a respected wealth management practice, we would love to hear from you.
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