Financial Planner – Wealth Management
Location: Preston, Bolton, Lancaster
Salary: £60,000 to £90,000 (up to £90,000 for Chartered candidates) + discretionary bonus
An established and award-winning professional services firm is seeking an experienced Financial Planner to join its growing Wealth Management team. This is an excellent opportunity for a commercially driven adviser who thrives on developing new business and building long-term client relationships.
With a strong presence across the UK and international backing, the firm offers a collaborative environment where Wealth Management works closely alongside accountancy, tax, audit, corporate finance, and advisory teams to deliver a truly holistic service to clients.
This role is ideally suited to a Financial Planner who enjoys networking, generating referrals, and proactively winning new clients, rather than solely managing an existing client bank.
The Opportunity
- Join a high-growth Wealth Management division with strong internal referral opportunities
- Work alongside specialist teams including tax, audit, corporate finance, and advisory
- Benefit from some warm leads via an established client base
- Focus primarily on new business generation and client acquisition
- Be part of a firm that actively supports career development and progression
Key Responsibilities
- Identify, approach, and convert new business opportunities through networking, referrals, and professional connections
- Build and maintain strong relationships with clients and internal stakeholders
- Conduct detailed client fact-finds to understand financial goals, risk appetite, and current position
- Deliver tailored financial planning advice across pensions, investments, tax planning, and protection
- Develop and implement strategies for retirement planning, estate planning, and wealth preservation
- Provide ongoing reviews and adapt financial plans in line with client needs and regulatory requirements
- Ensure all advice is compliant with FCA regulations and internal standards
- Maintain accurate and timely client documentation and records
Key Accountabilities
- Client consultation and relationship management
- Financial planning across pensions, investments, and tax-efficient structures
- Investment research and portfolio recommendations
- Retirement planning, including drawdown and income strategies
- Full compliance with UK regulatory standards and FCA requirements
Skills and Experience
- Level 4 Diploma in Financial Planning (DipPFS) or equivalent as a minimum
- Chartered status desirable, with higher salary banding available
- Proven track record as a Financial Adviser in the UK market
- Strong business development capability with evidence of winning new clients
- In-depth knowledge of pensions, investments, ISAs, SIPPs, and tax planning
- Strong understanding of FCA regulations and compliance frameworks
- Excellent interpersonal and communication skills
- Self-motivated, commercially driven, and able to work independently
What’s on Offer
- Competitive basic salary ranging from £60,000 to £90,000
- £80,000 – £90,000 typically offered for Chartered candidates
- Discretionary bonus scheme
- Access to internal referral networks and multidisciplinary support
- Clear career progression within a growing national and international firm
- If you are an ambitious Financial Planner looking to take the next step in your career within a supportive and growth-focused environment, this could be the ideal opportunity.
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