Financial Planner

Financial Planner

Location: Nantwich, Cheshire

Working Arrangement: Hybrid, 5 days per week Monday to Friday

About the role as Financial Planner:

We are based in Nantwich, Cheshire and we are seeking a motivated Financial Planner to join our expanding team. This role involves providing in-person and remote financial advice to existing clients, as well as building your very own client bank.

We will provide bespoke support to ensure your smooth transition into our business including:

1. Existing client servicing opportunities, with both private and corporate clients
2. Specialist advice and technical support
3. Exceptional marketing support
4. Streamlined administration allowing more face-to-face time with clients

You will receive all the support and training required to build your potential and further your career, network, and clients. This includes a team approach to help with client acquisition - we work on business development and growth together, as well as supporting you to build long-term relationships.

Key Responsibilities of the Financial Planner:

As a Financial Planner, you will be responsible for offering regulated financial advice to clients. You will typically work with a range of financial products, including:

Pensions and Retirement Planning: Advising on pension contributions, carry forward strategies, lifetime allowance (LTA) planning, and drawdown options.

Inheritance Tax and Estate Planning: Helping clients to effectively plan their estates and manage inheritance tax implications.

Tax-Efficient Cash Flow Strategies: Utilising cash-flow analyses to develop efficient financial strategies for clients.

Investment Optimisation: Reviewing the suitability of investment wrappers and advising on General Investment Accounts, ISAs, investment bonds (both onshore and offshore) and trusts.

Qualifications and Skills Required:

Professional Qualifications:

Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning is essential.

Level 6/Chartered status is desirable but not essential.

Experience and Knowledge:

A strong desire to provide high-quality advice and service to clients.

Detailed knowledge of Inheritance Tax Planning and Defined Contribution pensions.

Ability to manage complexity and coordinate across multiple departments under strict deadlines.

Communication Skills:

Ability to engage and connect with a wide range of audiences through phone and email.

Excellent written and verbal communication skills.

Job Types: Full-time, Permanent

Pay: £30,000.00-£90,000.00 per year

Schedule:

• Monday to Friday

Work Location: Hybrid remote in Nantwich