At a Glance
- Tasks: Provide holistic financial advice to clients impacted by serious injuries.
- Company: Specialist financial planning firm with a strong national presence.
- Benefits: Up to £85,000 salary, bonuses, remote work, and comprehensive benefits.
- Other info: Clear career progression from Consultant to Director in a supportive environment.
- Why this job: Make a real difference in clients' lives while advancing your career.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and proven advisory experience.
The predicted salary is between 85000 - 85000 £ per year.
Eventus Recruitment are seeking an experienced Financial Planner for a privately owned, specialist financial planning firm with its head office in Salford, Greater Manchester. This is a permanent, full-time role that is fully remote across the UK, with only around one day a month in the Salford office, offering up to £85,000 plus bonuses, a car allowance, private medical insurance, 28 days' holiday and full study support. The work carries real purpose: advising clients whose lives have been changed by serious injury and making sure their compensation lasts a lifetime. You will be joining a financially strong business managing £1.5 billion in assets, with a clear, structured path from Financial Planner through to Director.
About the Role
As Financial Planner you will deliver high-standard regulated advice and holistic financial planning to a caseload of clients affected by life changing injuries. This is technically demanding work with genuine social purpose, where the quality of your advice directly shapes how well a compensation award supports someone for the rest of their life.
- Delivering holistic, regulated financial planning advice to clients affected by life changing injuries
- Leading annual client reviews so compensation awards last a lifetime
- Providing high-level technical advice across high-value cases
- Collaborating with legal representatives on expert witness work
- Developing new business through an established lead allocation process
About You
The right person will be a technically strong adviser who can hold their own across complex cases and bring genuine care to advising clients at a vulnerable point in their lives. Confident, independent judgement matters as much as technical depth here. You should also be able to demonstrate the following:
- Level 4 Diploma in Regulated Financial Planning
- Competent Adviser Status, able to advise clients without supervision
- Proven experience delivering regulated holistic financial advice
- Strong technical knowledge across pensions, investments, protection and tax
- Confident communication, both for leading client reviews and working alongside legal representatives
Benefits and Rewards
Alongside a salary of up to £85,000 plus bonuses, you will enjoy fully remote working and the following benefits:
- Fully remote working, around one day a month in the office
- Car allowance
- 5.5% employer pension contribution
- 28 days' holiday plus bank holidays
- Private medical insurance
- BUPA cash plan
- Critical illness cover
- Full study support
About the Firm
The employer is a privately owned financial planning firm with a national reach and a specialism that sets it apart: advising people whose lives have been changed by serious injury. It is a financially strong business, managing around £1.5 billion in assets with a 99% client retention rate and an average case size above £2.5m, so the advice is genuinely high-level. Career progression is clear and structured, with a defined path from Consultant through Senior Consultant to Director following a thorough three to six month onboarding. The work has real purpose throughout, combining technical financial planning with close collaboration alongside legal teams on expert witness work. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances.
Financial Planner in Salford employer: The Eventus Recruitment Group
Join a well-established law firm in Enfield that prioritises quality client care and offers a supportive team environment for Publicly Funded Family Solicitors. With a competitive salary of up to £45,000 and opportunities for career progression, this role provides high-quality supervision and a varied caseload of Legal Aid matters, making it an excellent choice for those looking to grow their legal career in a modern office setting.
Contact Details:
The Eventus Recruitment Group Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Salford
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like The Eventus Recruitment Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planner in Salford
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to The Eventus Recruitment Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on The Eventus Recruitment Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at The Eventus Recruitment Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with The Eventus Recruitment Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at The Eventus Recruitment Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former The Eventus Recruitment Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
