Financial Planner | Employed | Warm Leads Provided | Relationship-Focused Opportunity

Location: North West England (Hybrid)

Our client, a highly respected and independent financial planning and wealth management firm, is looking to appoint an ambitious Financial Planner to join its growing advisory team.

This is a rare opportunity for an adviser who enjoys the front end of financial planning—meeting clients, building trusted relationships, and converting quality opportunities into long-term partnerships.

Unlike many advisory roles centred around servicing an inherited client bank, this position is designed for someone with a proactive, commercial mindset who thrives on developing new business through high-quality introductions while delivering genuinely holistic financial advice.

The Opportunity

Our client has invested heavily in creating an environment where advisers can focus on what they do best—advising clients.

You'll benefit from:

• A consistent flow of warm, qualified leads
• Pre-booked client appointments
• High-quality pre-screening, allowing you to focus on meaningful client conversations
• A supportive and collaborative team environment
• Clear career progression and long-term growth opportunities
• The opportunity to build and develop your own client portfolio
• A respected independent advice proposition with an excellent reputation

This is an ideal role for someone who enjoys developing relationships, uncovering opportunities, and helping clients achieve their financial goals, rather than simply maintaining an existing portfolio.

About You

We're looking for an adviser who is:

• An experienced Financial Planner or Independent Financial Adviser
• Level 4 Diploma qualified (minimum)
• Passionate about delivering holistic financial planning
• Commercially aware with a proactive business development mindset
• Confident meeting new clients and converting opportunities into lasting relationships
• Skilled at generating referrals and developing wider family and professional connections
• Professional, personable, and relationship driven
• Focused on providing exceptional client outcomes rather than transactional advice

Why This Role?

This is an excellent opportunity to join a forward-thinking independent wealth management business where quality takes priority over quantity.

Rather than spending your time searching for prospects, you'll be supported with warm introductions and qualified appointments, enabling you to concentrate on building trust, delivering outstanding advice, and growing a successful long-term client bank.

If you're looking for a role that combines professional financial planning with genuine business development opportunities in a supportive environment, we'd love to hear from you.

To apply in complete confidence, please contact Maria at International Recruiters Connecting Financial Specialists (IRCFS). All enquiries will be treated with the strictest confidence.