More jobs:
Financial Planner
Job in
Chorley, Lancashire, WS13, England, UK
Listed on 2026-01-04
Listing for:
GREAT-MANS LTD
Full Time
position Listed on 2026-01-04
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
Job Title:
Financial Planner
Salary:
Up to £70,000 + Bonus
We’re working with a modern, forward-thinking financial planning firm who are looking to appoint an experienced Financial Planner . This is a rare opportunity to step into a fully established client bank.
If you’re looking for stability, high-quality clients, and a company that embraces technology, efficiency, and adviser progression—this role is ideal.
Key Highlights- Take over an existing book
- Full paraplanning and back-office support
- Clear career path with excellent progression potential
- Collaborative and supportive leadership team
- Deliver holistic financial planning to an already-engaged client base
- Build long-term relationships through regular reviews
- Identify opportunities for further planning and demonstrate genuine client care
- Work closely with paraplanners and admin support to ensure a seamless service
- Maintain the highest professional and compliance standards
- Level 4 Diploma in Financial Planning (or equivalent)
- Previous experience as a Financial Planner / Financial Adviser
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