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- Tasks: Build long-term client relationships and create tailored financial strategies.
- Company: A respected national financial planning firm with a client-centric approach.
- Benefits: Competitive salaries, generous bonuses, private health insurance, and 28 days holiday.
- Other info: Future opportunities across North West regions as the business expands.
- Why this job: Join a growing team and make a real impact in clients' financial futures.
- Qualifications: Level 4 Diploma in Financial Planning and experience in wealth management.
The predicted salary is between 80000 - 120000 £ 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 takeover 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
- 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
If you would like to be considered for future Financial Planner roles as they become available, apply now to register your interest.
Financial Planner in Preston employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Preston
✨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 job openings!
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience in holistic financial planning and cashflow modelling. Share specific examples of how you've built long-term client relationships – it’s all about showcasing your value!
✨Stay Updated on Industry Trends
Keep yourself in the loop with the latest trends in financial planning. This not only helps you in interviews but also shows that you're passionate about the field. Plus, it gives you great talking points when engaging with clients or potential employers.
✨Apply Through Our Website
Don’t forget to check out our website for upcoming opportunities! Applying directly through us can give you an edge, as we’re always looking for talented financial planners who are ready to grow with our modern advice business.
We think you need these skills to ace Financial Planner in Preston
Some tips for your application 🫡
Show 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 showcase your skills!
Tailor Your Application: Don't just send a generic application! Take the time to tailor your CV and cover letter to match the job description. We love seeing candidates who understand our values and can demonstrate how they align with our planning-led approach.
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!
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 as they arise. Plus, it shows you're proactive and keen to join our team!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Financial Planning Stuff
Make sure you brush up on your knowledge of holistic financial planning and cashflow modelling. Be ready to discuss how you've applied these concepts in your previous roles, as this will show your expertise and understanding of the industry.
✨Showcase Your Relationship-Building Skills
Since building long-term client relationships is key for this role, prepare examples of how you've successfully engaged with clients in the past. Highlight any strategies you've used to foster trust and support, as this will resonate well with the firm's values.
✨Understand Their Approach
Familiarise yourself with the company's planning-led approach and their focus on delivering excellent client outcomes. Be prepared to discuss how you can contribute to this philosophy and what you can bring to the table in terms of modern systems and structured planning.
✨Prepare Questions That Matter
Think of insightful questions to ask during the interview that reflect your interest in the firm’s growth and client-centric model. This shows you're not just looking for a job, but are genuinely interested in being part of their future success.