Financial Planner

We are seeking an experienced, client-focused Financial Planner to join our growing team in Sunderland. You will provide holistic financial planning advice to individuals, families and business owners while building long-term trusted relationships.

We are seeking an experienced, client-focused Financial Planner to join our growing team in Sunderland. You will provide holistic financial planning advice to individuals, families and business owners while building long-term trusted relationships.

• Provide advice on pensions, investments, retirement and protection planning.
• Conduct client reviews and develop tailored financial strategies.
• Build and maintain strong client relationships.
• Work with paraplanners and administrators to deliver excellent client outcomes.
• Support business growth through referrals and professional networking.
• Ensure compliance with FCA and St. James's Place standards.

• Level 4 Diploma in Financial Planning (or equivalent).
• Competent Adviser Status (CAS).
• Strong knowledge of pensions, investments and wealth management.
• Excellent communication and relationship-building skills.
• A client-first approach and commitment to professional excellence.

• Competitive salary and bonus structure.
• Professional development and support towards Chartered status.
• Dedicated paraplanning and administrative support.
• Career progression within a successful and growing Practice.
• Pension and additional benefits package.

If you are passionate about delivering outstanding financial advice and want to be part of a respected wealth management practice, we would love to hear from you.