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Financial Planner
Job Posted: 4 days ago
Salary: £ 30,000 - 30,000 / Annum
Job Type: Permanent
Location: Newcastle under Lyme, Staffordshire
Expire in: 24 days
Job Description
An exciting opportunity has arisen for a driven and client-focused Financial Planner to join a reputable and well-established wealth management practice based in Newcastle-under-Lyme. You will inherit an existing book of between 100–150 clients, with strong paraplanning and administrative support provided. However, a key part of the role will involve the development of new business, so a proactive and entrepreneurial mindset is essential.
Key Responsibilities
* Manage and develop an existing portfolio of 100–150 clients, maintaining a high standard of ongoing advice and service.
* Proactively generate new business opportunities and grow your client base through referrals, networking, and business development initiatives.
* Deliver comprehensive, compliant financial planning solutions across pensions, investments, protection, and tax-efficient strategies.
* Build long-term relationships based on trust, professionalism, and quality advice.
* Work closely with the in-house paraplanning and administrative team to ensure efficient and compliant operations.
* Maintain up-to-date knowledge of financial products, markets, and regulatory requirements.
Key Requirements
* Level 4 Diploma in Regulated Financial Planning (or equivalent) is essential.
* Ideally already CAS status (Competent Adviser Status) or working towards it.
* Proven experience as a financial adviser or planner, preferably within a regulated environment.
* Excellent communication, interpersonal, and relationship-building skills.
* A self-starter with a strong work ethic and a track record in business development.
Remuneration and Benefits
* Basic salary: £30,000
* Bonus structure:
* 25% on Initial Advice Fees (IAF)
* 50% on Ongoing Advice Fees (OAF)
* On-target earnings: £70,000+ (realistic, based on meeting minimum targets)Before You Apply
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