Financial Planner - Southport

Job Title: Experienced Financial PlannerLocation: Southport Salary: £60,000 - £80,000 per annum

We are recruiting for a Financial Planner to join a well-established Financial Planning business. They are at a pivotal moment of positive change. They pride themselves on delivering exceptional service to their clients. Led by a modern, supportive leadership team, they foster a culture of collaboration and continuous improvement. As part of their expansion plans, they are seeking an experienced Financial Planner to join their Northwest team. This is an exciting opportunity to join a well-established and growing business with a strong emphasis on professional development and a client-centric approach. Are you ready to put the client's needs first? The geographical area for this role is Southport and the surrounding areas.
Key Requirements:

• CII Level 4 Diploma qualification (minimum).
• Minimum of five years' experience advising clients.
• Drive, determination, and commitment demonstrated in everyday working practices.
• Excellent communication skills, with a client-focused approach.
• Commitment to ongoing personal and professional development.
• Proven track record of success as a tied, restricted, or independent Financial Planner.

Key Responsibilities:

• Provide comprehensive financial planning advice to clients, always prioritizing their needs.
• Utilize full admin and paraplanning support to deliver exceptional service.
• Manage existing client relationships inherited from long-standing planners.
• Develop new client relationships through proactive networking and business development efforts.

Benefits Package:

• Financial Planner Bonus Scheme.
• Fully matched Pension of 5.00%.
• Life Assurance (4 times basic salary).
• 28 Days Holidays plus Bank Holidays.
• "Guaranteed" bonus in the first year as the Planner inherits clients and gets up to speed.

If you are seeking a long-term role within a company that values its employees and fosters a supportive working environment, then this opportunity could be perfect for you. You will be joining a business focused on delivering excellence and making a positive impact on clients' financial futures.
Note: Interested candidates should apply with their updated CV. Only shortlisted applicants will be contacted for further discussion