Financial Planner

Job Title: Financial Planner
Location: Bury (Hybrid Working Available)
Salary: Competitive Employed Package + Bonus

A highly respected, boutique firm of Independent Financial Advisors based in Bury is looking to appoint an ambitious and personable Financial Planner to take over a high-quality book of clients from a retiring advisor.

This is a fantastic opportunity for a recently qualified Financial Advisor (ideally with around 1-2 years of client-facing experience) to join a supportive, close-knit team and develop their skills within a well-established and growing business.

• Inherit a loyal client bank of approximately 100 households, generating around £80K in recurring income

• Build on strong existing relationships while developing new ones from regular new enquiries and leads

• Benefit from full paraplanning and administration support, allowing you to focus on providing exceptional advice and service

• Enjoy hybrid working from modern offices in Bury, offering a flexible approach to work-life balance

• Be part of a collaborative and future-focused team, with two more advisor retirements expected in the coming years, offering further succession opportunities

This role is ideal for someone at the early stages of their advisory career, ready to take on a client bank and grow into a key part of the firm's future.

You’ll be:

• Level 4 Diploma qualified (or very close to completion)

• Professional, approachable, and focused on building long-term client relationships

• Looking for a career development pathway within a stable and friendly team

• Motivated by quality advice, service, and sustainable business growth

• A warm book of business with recurring income

• Employed salary with attractive bonus potential

• Supportive working environment with experienced colleagues

• Genuine progression and succession opportunities

• Hybrid working and a healthy work-life balance