My client is a forward-thinking wealth management and financial planning firm, committed to delivering tailored advice and long-term value to clients. Their ethos is built on trust, innovation, and growth. As they expand, they seeking an Independent Financial Planner who thrives on building relationships, driving business development, and offering sound, holistic financial support.
As an Independent Financial Planner, you will:
*Lead business development: Identify opportunities, cultivate new client relationships, and grow your own portfolio.
*Deliver exceptional client support: Provide comprehensive financial planning advice across investments, pensions, protection, and estate planning.
*Shape strategy: Contribute to the firm’s growth by leveraging your expertise in both client servicing and business generation.
*Ensure compliance: Operate within FCA guidelines, maintaining the highest standards of professionalism and integrity.
Requirements:
*Level 4 (minimum) qualified, with progression toward Level 6 or Chartered status preferred.
*Proven track record in financial planning and business development.
*Strong relationship management skills with the ability to inspire trust and confidence.
*Entrepreneurial mindset with the drive to build and grow a client base.
*Excellent communication skills and a consultative approach.
They Offer:
*Competitive remuneration structure with uncapped earning potential.
*An outstanding benefits package which includes private medical, pension and health and well being memberships along with flexible working.
*Autonomy to build your own client portfolio while benefiting from firm-wide resources.
*Ongoing professional development and support toward Chartered status.
*A collaborative environment that values innovation, integrity, and client-first thinking.
This is more than a financial planning role—it’s an opportunity to shape your own success while helping clients achieve theirs. If you’re motivated by growth, passionate about client care, and ready to take ownership of your career, please get in touch.