Location: Telford

Salary: 50-65k with a client retention bonus

If you are an experienced Financial Adviser seeking a new challenge, then this could be the role for you!

As a Financial Planner you can expect to work in a supportive and dynamic working environment as part of a team with genuine client focus.

To be successful in this role, you will be self-motivated and hardworking, looking for a fulfilling career with a strong emphasis on client care, with an analytical mind and strong attention to detail. Excellent communication is essential with a proven ability to develop and maintain strong relationships.

You must have at least four years’ experience working as a Financial Planner and will have a proven track record providing high levels of Advice.

You will be provided with full Paraplanning and Administration support from an office-based team, this will allow you to spend more time with your clients.

Your new role

  • Your new job working as a Financial Planner is an all-encompassing role, where you will be required to pick up relationships with existing professional connections
  • This role is an outstanding opportunity for a driven, ambitious and experienced Financial Planner
  • Competitive flexible package with rewards for achievement will be given to the successful candidate depending on ability, experience and skillset to work alongside a dedicated team of people.

What you’ll need to succeed

  • Your previous experience working as a Financial Planner, managing relationships and a portfolio of customers, will contribute to your success in securing this role
  • You will have proven previous experience in working with high net worth clients, retaining relationships and developing new business
  • Ethical and willing to work as part of a team of likeminded individuals;


If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

If this role isn’t of interest then please contact us as we have a number of active roles at the moment that may be more suitable.