Financial Planning Consultant

Financial Planning Consultant
Salary: £50,000+ Basic & Bonus Potential
Location:
Kendal Area | Hybrid Working

Are you a qualified Financial Planner looking for a role that offers an established client bank, genuine business development opportunities, and a clear route for career progression?

Our client is a highly respected professional services firm with a strong reputation for delivering trusted financial advice to individuals, business owners and families. Due to continued growth, they are seeking an ambitious Financial Planning Consultant to join their established team in the Kendal area.

This is a rare opportunity to inherit a ready‑made portfolio while benefiting from a steady flow of referrals from a wider professional services network. Whether your expertise lies in retirement planning, investment management, protection or holistic financial advice, you’ll be supported by an experienced team and a business committed to long‑term growth.

As a trusted adviser, you will work closely with clients to understand their financial objectives and deliver tailored solutions that help them achieve their personal and business goals.

• holistic, client-focused financial planning advice
• Build long‑term relationships with private clients, business owners and professional contacts
• Manage and develop an existing client portfolio
• Conduct detailed fact‑finding meetings and financial reviews
• Deliver advice across areas including:
  • Retirement Planning
  • Pension Advice
  • Investment Planning
  • Protection Solutions
  • Estate and Inheritance Planning
• Ensure ongoing client servicing and regular financial reviews
• Generate new business through networking, referrals and professional introducer relationships
• Attend internal and external networking events
• Maintain up‑to‑date technical and regulatory knowledge
• Achieve agreed revenue and client service objectives
• Work collaboratively with colleagues across Tax, Accountancy and Advisory teams

We are keen to speak with ambitious advisers who combine strong technical expertise with an excellent client‑focused approach.

• Level 4 Diploma in Financial Planning (DipPFS or equivalent)
• Minimum 2–5 years’ experience in a client‑facing Financial Planning or Wealth Management advisory role
• Strong understanding of:
  • FCA regulations
  • Conduct of Business (COBS)
  • Consumer Duty requirements
  • FCA SYSC and compliance standards
  • Financial planning and investment advice processes
• Proven ability to build and maintain trusted client relationships
• Excellent report‑writing and suitability letter experience
• Strong verbal and written communication skills
• High attention to detail and commitment to client outcomes
• Competent IT and CRM system skills
• Full UK Driving Licence

• Level 6 Advanced Diploma in Financial Planning
• Chartered Financial Planner status or working towards Chartered designation
• Experience advising business owners and high‑net‑worth individuals
• Understanding of wider professional services including Tax, Corporate Finance and Accountancy
• Established local professional network

Our client is committed to helping advisers build long‑term, successful careers.

• Access to an established and growing client bank
• Structured support towards Chartered Financial Planner status
• Ongoing technical and professional development
• Opportunities to mentor and support junior advisers
• Potential progression into Senior Financial Planning Consultant and leadership positions
• Access to referrals from a wider professional services client base

Our client offers a highly competitive package designed to support both your career ambitions and personal wellbeing.

• £50,000 – £75,000 basic salary (dependent upon experience)
• Performance‑related bonus potential
• Existing client portfolio and referral opportunities
• Hybrid and flexible working arrangements

• Employer pension scheme with life assurance (4x salary) and income protection
• 25 days annual leave plus bank holidays
• Option to purchase up to 5 additional days’ annual leave
• Health cash plan…