At a Glance
- Tasks: Provide tailored financial advice and build long-term client relationships.
- Company: Respected professional services firm with a strong reputation.
- Benefits: Competitive salary, hybrid working, and comprehensive benefits package.
- Other info: Supportive environment with opportunities for professional development and mentoring.
- Why this job: Inherit an established client portfolio and enjoy genuine career progression.
- Qualifications: Level 4 Diploma in Financial Planning and 2-5 years of client-facing experience.
Salary: £50,000+ Basic & Bonus Potential
Location: Kendal Area | Hybrid Working
Are you a qualified Financial Planner looking for a role that offers an established client bank, genuine business development opportunities, and a clear route for career progression? Our client is a highly respected professional services firm with a strong reputation for delivering trusted financial advice to individuals, business owners and families. Due to continued growth, they are seeking an ambitious Financial Planning Consultant to join their established team in the Kendal area. This is a rare opportunity to inherit a ready‑made portfolio while benefiting from a steady flow of referrals from a wider professional services network.
As a trusted adviser, you will work closely with clients to understand their financial objectives and deliver tailored solutions that help them achieve their personal and business goals.
Key Responsibilities
- Holistic, client-focused financial planning advice
- Build long‑term relationships with private clients, business owners and professional contacts
- Manage and develop an existing client portfolio
- Conduct detailed fact‑finding meetings and financial reviews
- Deliver advice across areas including:
- Retirement Planning
- Pension Advice
- Investment Planning
- Protection Solutions
- Estate and Inheritance Planning
- Ensure ongoing client servicing and regular financial reviews
- Generate new business through networking, referrals and professional introducer relationships
- Attend internal and external networking events
- Maintain up‑to‑date technical and regulatory knowledge
- Achieve agreed revenue and client service objectives
- Work collaboratively with colleagues across Tax, Accountancy and Advisory teams
What We’re Looking For
We are keen to speak with ambitious advisers who combine strong technical expertise with an excellent client‑focused approach.
Essential Requirements
- Level 4 Diploma in Financial Planning (DipPFS or equivalent)
- Minimum 2–5 years’ experience in a client‑facing Financial Planning or Wealth Management advisory role
- Strong understanding of:
- FCA regulations
- Conduct of Business (COBS)
- Consumer Duty requirements
- FCA SYSC and compliance standards
- Financial planning and investment advice processes
- Proven ability to build and maintain trusted client relationships
- Excellent report‑writing and suitability letter experience
- Strong verbal and written communication skills
- High attention to detail and commitment to client outcomes
- Competent IT and CRM system skills
- Full UK Driving Licence
Desirable Requirements
- Level 6 Advanced Diploma in Financial Planning
- Chartered Financial Planner status or working towards Chartered designation
- Experience advising business owners and high‑net‑worth individuals
- Understanding of wider professional services including Tax, Corporate Finance and Accountancy
- Established local professional network
Career Progression & Development
Our client is committed to helping advisers build long‑term, successful careers.
Development Opportunities
- Access to an established and growing client bank
- Structured support towards Chartered Financial Planner status
- Ongoing technical and professional development
- Opportunities to mentor and support junior advisers
- Potential progression into Senior Financial Planning Consultant and leadership positions
- Access to referrals from a wider professional services client base
Salary & Benefits Package
Our client offers a highly competitive package designed to support both your career ambitions and personal wellbeing.
Financial Package
- £50,000 – £75,000 basic salary (dependent upon experience)
- Performance‑related bonus potential
- Existing client portfolio and referral opportunities
- Hybrid and flexible working arrangements
Comprehensive Benefits
- Employer pension scheme with life assurance (4x salary) and income protection
- 25 days annual leave plus bank holidays
- Option to purchase up to 5 additional days’ annual leave
- Health cash plan with medical and wellbeing benefits
- Employee Assistance Programme providing confidential 24/7 support
- Paid professional subscriptions and membership fees
- Comprehensive CPD and technical training support
- Paid eye tests and annual flu vaccinations
- Client referral incentive scheme
- Modern and supportive working environment
- Strong investment in professional qualifications and career advancement
Why Join Our Client?
- Inherit an established and active client portfolio
- Benefit from strong internal referral networks
- Work for a firm with ambitious growth plans and an excellent market reputation
- Enjoy genuine autonomy while being supported by experienced professionals
- Develop your expertise across a broad range of financial planning disciplines
- Be part of a values‑driven and client‑focused culture
Apply Now
If you are a qualified Financial Planning professional looking to join a growing organisation where you can develop your client portfolio, enhance your earnings, and build a long‑term career, we would welcome a confidential discussion.
For a confidential conversation regarding this opportunity and your future career plans, please contact David directly. All applications and enquiries will be treated in the strictest confidence. Our client is committed to equal opportunities and welcomes applications from all suitably qualified candidates. Your personal information will be handled in accordance with applicable data protection legislation and will only be shared with our client following your explicit consent.
Financial Planning Consultant in Kendal employer: Trades Workforce Solutions
Aurora Energy Research is an exceptional employer, offering a dynamic and collaborative work culture in the heart of Oxford. With a focus on employee growth and development, we provide ample opportunities for professional advancement while ensuring a flexible, hybrid working environment that promotes work-life balance. Join us to be part of a forward-thinking team dedicated to innovation in energy research, where your contributions will directly impact user engagement and product excellence.
Contact Details:
Trades Workforce Solutions Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Consultant in Kendal
✨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 Trades Workforce Solutions. 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 Planning Consultant in Kendal
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 Trades Workforce Solutions.
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 Trades Workforce Solutions'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 Trades Workforce Solutions
✨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 Trades Workforce Solutions.
✨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 Trades Workforce Solutions 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 Trades Workforce Solutions 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.
