Hunter Savage
Financial Planner / Adviser
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Financial Planner / Adviser
Our client is seeking an experienced, technically strong Financial Planner / Adviser to join a successful financial planning business with a predominantly high-value client base. Working alongside a senior adviser on complex cases, you will help develop comprehensive financial plans and gradually take on greater responsibility for client relationships and advice delivery.
Based in County Down, this is a hybrid role, offering a balance of flexible working and in-person collaboration with clients and colleagues. You will work closely with paraplanning and administrative teams to support the effective delivery of advice.
Top 3 Things to Know About This Job
- Basic salary of up to £60,000, with performance-related bonus and potential OTE of approximately £90,000 after two years.
- Hybrid working in County Down.
- Work alongside a senior adviser on complex financial planning cases for high-value clients.
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The Role
- Develop personalised financial plans covering pensions, investments, retirement, protection and wider wealth planning.
- Use cashflow modelling to explore scenarios and support client decisions.
- Attend client meetings and progressively develop responsibility for client relationships and advice delivery.
- Manage cases from fact-find through recommendation, implementation and ongoing reviews.
The Person
- Experience as a Financial Planner, Financial Adviser or Senior Paraplanner, including direct client work.
- Strong technical knowledge of pensions, investments, retirement planning and cashflow modelling.
- Experience with complex or higher-value cases.
- Certified Financial Planner qualification preferred; Chartered Financial Planners or candidates working towards either status will also be considered.
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The Rewards
- Basic salary of up to £60,000, depending on experience and qualifications, plus performance-related bonus.
- Potential OTE of approximately £90,000 after two years, with scope to earn more depending on performance.
- Full-time position; hours and contract type are not specified.
- Employer pension contribution, Death in Service cover, Private Medical Insurance, Medical Cash Plan, income protection and professional development support.
Next Steps
For further information, and to apply for this Financial Planner / Adviser role, please contact Paddy McAllister. Visit our website for a full list of opportunities.
Expert, confidential recruitment advice.
Salary is usually negotiable, salary details listed are to be used as a guide and are based on factors such as your experience and expertise.
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