Chartered Financial Planner

Chartered Financial Planner – North West

Location: North West England

Working Arrangement: Remote Working

The Opportunity

Vernon Thomas is working with a well-established and growing financial planning firm in the North West that is looking to recruit an experienced Chartered Financial Planner.

This is an excellent opportunity for an ambitious Financial Planner who enjoys delivering high-quality, holistic financial advice and building long-term client relationships.

The firm offers a supportive and flexible working environment, providing advisers with the autonomy to manage and develop their client relationships while benefiting from an experienced wider team.

Importantly, there is no requirement to bring an existing client bank , although advisers with an established client following would be welcomed.

The Role

As a Chartered Financial Planner, you will be responsible for delivering comprehensive financial planning advice while developing and maintaining long-term relationships with clients.

Key responsibilities will include:

• Providing holistic financial planning advice tailored to individual client circumstances and objectives.
• Building and maintaining strong, long-term client relationships.
• Identifying opportunities to develop new business and grow your client bank.
• Working collaboratively with an experienced and supportive team.
• Delivering a consistently high standard of client service and professional advice.
• Contributing to the continued growth and success of the business.

About You

We are keen to speak with experienced Financial Planners who can demonstrate:

• Chartered Financial Planner status.
• At least one years experience
• Excellent relationship management and communication skills.
• A client-focused approach with an emphasis on long-term financial planning.
• The motivation to develop and grow their client bank over time.
• The ability to work independently within a remote working environment.

What's on Offer?

• Competitive basic salary of £60,000 – £80,000 , depending on experience.
• Performance-related bonus opportunity.
• Full support to develop new business and onboard additional clients.
• Opportunity to introduce an existing client following, if applicable.
• An experienced, collaborative and highly supportive team.
• The opportunity to develop a substantial client bank over the long term.
• A growing, well-respected financial planning business offering genuine career progression opportunities.