Full dedicated paraplanning and administration support allows you to focus purely on high-quality advice in this Financial Advisor role, available in Birmingham, Market Harborough, and Doncaster with a competitive salary dependent on experience. You will manage established client relationships and generate new holistic planning business across pensions and investments. You only need to be within commuting distance of one of these locations.
Your purpose
This Financial Advisor job exists to provide comprehensive, compliant advice across pensions, investments, and broader financial planning. Working alongside dedicated technical and administrative teams, you are there to deliver tailored financial solutions and actively develop new client opportunities across the region.
Your day to day
- Deliver holistic advice across pensions, investments, and personal financial planning
- Manage existing client reviews and cultivate new business opportunities
- Work directly with dedicated paraplanners and administrators on case preparation
- Maintain thorough, compliant client files and technical documentation
Financial Planner Requirements
- Level 4 Diploma in Regulated Financial Planning (Essential)
- Proven experience as a qualified Financial Planner or Financial Adviser (Essential)
- Track record in business development and relationship management (Essential)
- Strong technical knowledge of holistic financial planning and compliance (Essential)
- Experience collaborating with dedicated paraplanning and administration support (Desirable)
Behind the role
You will join a national financial planning firm that actively fosters professional growth, team collaboration, and a healthy work-life balance.
Financial Planner Benefits
- Competitive salary dependent on experience plus discretionary bonus scheme
- Hybrid working arrangement requiring one day per week in the office
- 28 days holiday plus bank holidays and your birthday off
- Early finish every Friday at 2:15pm
- Company pension scheme and death in service benefit
- Full administrative and paraplanning support
What happens next
Your application comes directly to Premier Jobs UK. Our team reviews every application and replies to every candidate, whether or not you are taken forward. Where your experience fits, we aim to speak with you to understand your career goals, and nothing is ever sent to our client without your agreement.
If you are ready to progress your career as a Financial Planner in Birmingham, Market Harborough, or Doncaster, apply today.
Liability and disclaimer
Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded.
Financial Advisor in Doncaster employer: Premier Jobs UK Limited Careers
Join a leading mortgage brokerage that champions autonomy and flexibility for its Mortgage Advisors. With the opportunity to work remotely across England and Wales, you'll enjoy a commission-only structure with no salary cap, warm leads, and comprehensive back-office support, all while maintaining your independence. This is an excellent environment for experienced professionals looking to thrive in their careers without the constraints of micromanagement.
Contact Details:
Premier Jobs UK Limited Careers Recruitment Team
