Junior Financial Planner

Eventus Recruitment are working with a Top 100 Financial Planning firm based near Stockport, Greater Manchester who are seeking to recruit a Junior Financial Planner to join their advisory team. The team prides themselves on understanding clients' unique needs and delivering tailored solutions. They are known for their commitment to delivering high-quality services and building enduring client relationships. You will be rewarded with a range of excellent benefits, including hybrid working, 26 days holiday + bank holidays (plus ability to buy/sell holidays), DIS, lucrative bonus structure, flexible working, income protection, enhanced sick pay, enhanced paternity and maternity pay, and an excellent pension scheme (up to 7.5% matched contributions).

The role of Junior Financial Planner is an excellent opportunity for someone starting or recently embarked on their financial planning journey. The role involves managing a loyal client base (given to you), providing valuable experience, and developing into a highly successful Financial Planner over time.

You will also receive expert support for growing a significant book of clients of your own. This is an excellent opportunity for an ambitious Financial Planner, who would like to benefit from the firms existing client relationships, whilst also being supported to grow their client base alongside:

• Cultivating and nurturing strong client relationships, with a focus on providing top-notch financial planning services
• Conducting annual reviews
• Working collaboratively to identify opportunities for financial planning services
• Developing and implementing customised financial plans tailored to each client's unique objectives and requirements
• Staying updated on industry trends and regulatory changes to offer the best possible financial advice
• Meeting and exceeding targets and performance metrics

You will already have attained the Level 4 Qualification in Regulated Financial Advice. Additionally, you will have:

• A client-centric approach to their work.
• Able to demonstrate excellent levels of client service.
• Ability to build strong and lasting professional relationships with clients, both in person and remotely.
• Exposure to financial planning (not essential).
• Understanding of financial advisory software, tools, and systems.
• A strong work ethic and a desire to succeed.
• A strong team spirit and care deeply about best practice and positive client outcomes.

The successful Junior Financial Planner will receive a generous remuneration package. You will be employed with a competitive salary to reflect experience, and a generous on target earnings bonus. You will have the potential to earn £80k+ per annum, within two years, with the opportunity for further progression. Additional benefits include:

• Hybrid working
• 26 days holiday + bank holidays (plus ability to buy/sell holidays)
• DIS (4 x salary)
• Lucrative bonus structure
• Flexible working
• Income protection
• Enhanced sick, paternity and maternity pay
• Excellent pension scheme (up to 7.5% matched contributions)

You will receive all the support and training required to build your potential and further your career. This includes a team approach to help with client acquisition - the company will work on business development and growth together - as well as supporting you to build long-term relationships.

Operating in the Northwest for 30 years, the firm is dedicated to providing impartial, tailored financial advice that empowers clients to achieve their life goals. The team comprises highly skilled professionals with expertise in investments, retirement planning, IHT planning offering clients clarity and confidence in their financial decisions. The firm values building strong, personal relationships, taking the time to understand each client’s unique aspirations and crafting strategies that align with their needs. Team members have the opportunity to make a meaningful impact by guiding clients through significant milestones and helping them secure a prosperous future. This is a workplace where expertise is valued, and the focus is on helping clients navigate their financial journeys with confidence.

This is a fantastic opportunity for a Junior Financial Planner looking to take the first step in their career, working with a business in Stockport that is committed to supporting you on your journey.

Apply now if your skills and experience align with this Junior Financial Planner / IFA job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Group for a confidential discussion.

If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career.

The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, Finance and Financial Services sectors across the UK. Please note that the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.