At a Glance
- Tasks: Join a growing advice business and build long-term client relationships.
- Company: Respected national financial planning firm with a client-centric approach.
- Benefits: Competitive salary, generous bonuses, private health insurance, and 28 days holiday.
- Other info: Future roles available across North West regions as the business expands.
- Why this job: Shape your future in a modern planning business with excellent growth opportunities.
- Qualifications: Level 4 Diploma in Financial Planning and experience in IFA or wealth management.
The predicted salary is between 60000 - 80000 £ per year.
Financial Planner job offering future opportunities to join a growing advice business. Are you an experienced Financial Planner interested in exploring future opportunities with a forward-thinking advice firm? We are building a pipeline of high-quality advisers for upcoming roles expected across the North West as client needs evolve and new client populations emerge.
If you enjoy goals-based planning, modern systems and long-term client relationships, this could be an excellent future career move. This firm champions a planning-led approach where Financial Planners build long-term client relationships through meaningful conversations, structured cashflow planning and clear financial strategies.
As a result of the high service standards, planners are expected to grow their client banks through referrals, which naturally emerge when clients feel well supported and understand the value of their advice. With well-governed investment propositions, efficient digital processes and strong technical teams behind you, the focus stays firmly on delivering excellent client outcomes rather than administrative workload.
Vacancies arise as the business expands through organic growth and acquisitions, creating opportunities for experienced Financial Planners to take over client relationships and develop them further. These future roles are ideal for individuals who value structure, enjoy deep client engagement and want to contribute to the ongoing growth of a modern planning business.
Financial Planner Requirements
- Essential
- Level 4 Diploma in Financial Planning or equivalent
- Experience within an IFA or wealth management environment
- Strong understanding of holistic financial planning and cashflow modelling
- Proven ability to build long-term client relationships
- Desirable
- Chartered or working towards
The Company
A respected national financial planning business known for its client-centric planning approach, well-governed investment structure and efficient operational model. Continued expansion creates future opportunities for advisers as client banks transition and new regions develop.
Financial Planner Benefits
- Excellent salaries, with packages considered based on experience and client bank available
- Salary increase in line with the growth of the recurring income you service
- OTE of £100,000+
- Generous bonus scheme to reward any new business written paid monthly
- Additional annual incentive available
- Plus company benefits of private health insurance, Group Life assurance (4x salary), income protection, medicash, 28 days holiday plus bank holidays, mileage reimbursements in line with HMRC guidelines
- Supported by quality Paraplanners and Administrators
- Modern systems and streamlined processes
Location
Future opportunities may arise across: North Lancashire to South Cumbria, Preston / Fylde Coast, Shrewsbury to South Manchester, Wirral.
Senior Financial Planner: Growth Roles with £100k+ OTE in Shrewsbury employer: Premier Jobs UK Limited
Join a forward-thinking financial planning firm that prioritises client relationships and offers a supportive work culture. With excellent salaries, generous bonuses, and comprehensive benefits including private health insurance and income protection, this company is dedicated to the growth and success of its Financial Planners. As the business expands across the North West, you'll have the opportunity to take over client relationships and contribute to a modern planning approach that values structured engagement and meaningful conversations.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planner: Growth Roles with £100k+ OTE in Shrewsbury
✨Tip Number 1
Network like a pro! Get out there and connect with other Financial Planners and industry professionals. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can lead to referrals and insider info on upcoming roles.
✨Tip Number 2
Show off your expertise! Create content that highlights your knowledge in financial planning. Whether it’s writing articles, sharing insights on social media, or even hosting webinars, let potential employers see what you bring to the table.
✨Tip Number 3
Be proactive! Don’t just wait for job postings to pop up. Reach out directly to firms you admire, like ours at StudySmarter. Express your interest in future opportunities and share how you can contribute to their growth.
✨Tip Number 4
Prepare for interviews by practising common questions and scenarios specific to financial planning. Showcase your ability to build long-term client relationships and your understanding of cashflow modelling. We want to see your passion for helping clients achieve their goals!
We think you need these skills to ace Senior Financial Planner: Growth Roles with £100k+ OTE in Shrewsbury
Some tips for your application 🫡
Show Off Your Experience:When you're writing your application, make sure to highlight your experience in financial planning. We want to see how you've built long-term client relationships and your understanding of holistic financial planning. Use specific examples to really make your application stand out!
Tailor Your Application:Don’t just send a generic application! Take the time to tailor your CV and cover letter to our job description. Mention how your skills align with our focus on structured cashflow planning and client engagement. This shows us you’re genuinely interested in joining our team.
Be Clear and Concise:Keep your application clear and to the point. We appreciate well-structured applications that are easy to read. Avoid jargon unless it’s relevant, and make sure your passion for financial planning shines through without overwhelming us with too much information.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for future opportunities. Plus, it gives you a chance to explore more about our company culture and values!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Numbers
As a Senior Financial Planner, you’ll need to demonstrate your understanding of financial metrics and cashflow modelling. Brush up on key figures and be ready to discuss how you've used them in past roles to drive client success.
✨Showcase Client Relationships
This role is all about building long-term relationships. Prepare examples of how you've nurtured client connections in the past, focusing on meaningful conversations and the value you've provided. Be specific about the outcomes of these relationships.
✨Understand Their Approach
Familiarise yourself with the company’s planning-led approach. Research their investment propositions and operational model so you can speak confidently about how your values align with theirs and how you can contribute to their growth.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and ability to handle client challenges. Think of scenarios where you’ve successfully navigated complex financial situations and be ready to share your thought process and results.
