Senior Financial Planner

Senior Financial Planner

Full-Time 38000 - 68000 £ / year (est.) No working from home possible
The Eventus Recruitment Group

At a Glance

  • Tasks: Support individuals and families affected by life-changing injuries with financial planning.
  • Company: A leading firm dedicated to providing financial security for vulnerable clients.
  • Benefits: Flexible working location, competitive salary, and clear career progression.
  • Other info: Join a stable, privately owned firm with a strong client retention rate.
  • Why this job: Make a real difference in people's lives while building a rewarding career.
  • Qualifications: Experience in financial planning and a passion for helping others.

The predicted salary is between 38000 - 68000 £ per year.

What makes this Senior Financial Planner job distinctive is the specific client demographic you will serve.

You will work with individuals and families who have been affected by life-changing injuries, helping to ensure their compensation awards last a lifetime.

This is a role with a profound social purpose , centered on the mission of providing "life after life-changing events" and protecting vulnerable individuals.

Location

Flexibility: While the firm’s head office is based in Greater Manchester , you can be based anywhere in the UK as the role does not require regular attendance at the office (usually around 1 day per month).

  • Key Highlights of the
  • Opportunity: High-Value

Caseload: The average case size in excess of £2.5m , providing high-level technical advice.

Financial

Strength: The firm manages £1.8 billion in Assets Under Management (AUM) and maintains an exceptional 99% client retention rate .

Growth

Stability: Privately owned: allowing for accelerated career growth.

Clear

Progression: Following a 3–6 month structured onboarding period , you will enter a clear career path with salary bands ranging from £38k–£68k (Consulta...

The Eventus Recruitment Group

Contact Details:

The Eventus Recruitment Group Recruitment Team

We think you need these skills to ace Senior Financial Planner

Financial Planning
Client Relationship Management
Technical Financial Advice
Asset Management
High-Value Case Management
Analytical Skills
Communication Skills