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Financial Planner- North West, England - Client book provided Salary up to £60,000 plus exceptional bonus structure Location: North West, England - Field Based Full time Permanent An established and fast growing wealth management firm is seeking an experienced Financial Planner to join its expanding advisory team. With around 55 staff currently and significant private funding in place, the business has ambitious growth plans and expects to nearly double in size over the next 12 months. As part of this growth, the firm is acquiring a well established practice in the North-West. The retirement of senior advisers within that business has created a rare opportunity for an experienced Financial Planner to take over and develop a substantial existing client book. The Opportunity This role is ideal for an experienced adviser who enjoys working collaboratively and wants to be part of a firm that genuinely values its people and invests in long term growth. You will inherit a high quality client portfolio while also being generously rewarded for new business activity. Full administration, paraplanning and compliance support is provided, allowing you to focus on delivering excellent outcomes for clients. What's on Offer Base salary of up to £60,000, with flexibility for high performers or advisers bringing clients Bonuses of up to 45 percent of all new business written A clear salary and remuneration structure that rewards growth of your client book Unlimited holiday allowance Excellent company benefits package A grown up working environment built on trust, not micromanagement A supportive, collaborative culture where people are rewarded for their efforts An office presence is encouraged to support teamwork, collaboration and culture The Ideal Candidate You will be a high quality, experienced Financial Planner with a strong professional reputation. You will be able to demonstrate: QCF Level 4 qualification as a minimum A proven track record of delivering compliant, client focused advice Experience managing and developing a client bank A collaborative mindset and desire to be part of a growing firm A values driven and professional approach to advice Advisers with a history of strong performance or the ability to bring clients across will be particularly attractive. Next Steps If you are an experienced Financial Planner looking to join a well funded, ambitious firm with an outstanding culture and genuinely attractive rewards, this opportunity is well worth exploring.

A highly regarded boutique financial planning practice based in Truro is seeking a Financial Services Administrator to join its close-knit, friendly and supportive team. This is an excellent opportunity for a proactive and detail-oriented individual looking to build or further their career within a professional and client-focused environment. The company is open to both full-time and part-time candidates and can offer a degree of flexibility around working arrangements for the right individual. The Role As a Financial Services Administrator, you will provide comprehensive administrative support across the business, assisting with client servicing, report preparation and the implementation of financial advice. Key responsibilities will include: Preparing client valuation reports and meeting packs Supporting the preparation of suitability reports and associated documentation Submitting applications and processing client instructions (e.g. fund switches, withdrawals) Liaising with providers and platforms to track and progress business Maintaining accurate and up-to-date client records Assisting advisers with pre- and post-meeting administration Providing general administrative support to the wider team About You The ideal candidate will have experience within financial planning or a broader financial services environment. However, individuals with strong administrative experience and a keen interest in the sector will also be considered. You will demonstrate: Excellent organisational skills and strong attention to detail A proactive and professional approach The ability to manage multiple tasks and meet deadlines Strong communication skills and a team-oriented mindset A commitment to delivering high standards of client service What's on Offer Competitive salary to £34,000. Flexible working options, with both full-time and part-time hours considered 28 days' holiday plus bank holidays Additional office closure over Christmas (c. 4 days) without using annual leave - totalling approximately 40 days' leave per year 5% employer pension contributions (matched) A supportive and collaborative working environment Ongoing professional development, including support towards industry qualifications This is a fantastic opportunity to join a respected and growing financial planning firm that places real value on its people and culture.