Financial Planner – Inherit and Build on an Established Client Bank | Southport | £55,000 - £65,000
Are you an experienced Financial Planner looking for the right platform to take your career to the next level? This is a standout opportunity to inherit an established portfolio of loyal clients while also building your own client base within a respected, independent wealth management firm based in Southport.
Why join this firm?
- Established client bank ready to inherit
– take over an existing portfolio of valued clients, providing immediate opportunity to deliver high-quality financial advice.
- Growth and development focus
– you will have support to develop new client relationships through effective marketing, networking, and client referrals.
- Supportive, client-first culture
– this firm prides itself on integrity, professionalism, and putting clients at the centre of everything it does.
- Comprehensive back-office support
– dedicated paraplanning and administration teams to enable you to focus on client relationships and business growth.
- Modern, flexible working
– the firm embraces technology and offers hybrid working options to support work-life balance.
Role overview
- Take over and service an existing client portfolio, delivering holistic financial planning advice
- Identify and act on opportunities to develop additional business both within the client base and externally
- Provide advice across pensions, investments, protection, and estate/IHT planning
- Ensure compliance with FCA regulations and internal governance standards
- Build strong, lasting relationships based on trust, integrity, and client success
About you
- Level 4 Diploma in Financial Planning (or equivalent) – Chartered status or progression towards this would be advantageous
- Strong communication and relationship management skills
- Demonstrated ability to deliver quality financial advice to a diverse client base
- Motivated to grow your portfolio and contribute to the success of the business
- Ideally based within a reasonable commute of Southport (hybrid options available)
How to apply
If you are ready to take on an established client base and grow your career with a firm that supports your success, we'd love to hear from you. Apply now to learn more.