IRCFS - International Recruiters - Connecting Financial Specialists Limited
Financial Planner
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📢 Independent Financial Planner
📍 South Greater Manchester
💷 £45,000 Basic | OTE circa £75,000
💰 Additional Profit-Related Bonus
🏢 Full-Time | Office-Based
📞 Client Advice Delivered via Phone & Online Meetings
We are working with our client, an established and growing independent financial planning business, to recruit an experienced Independent Financial Planner to join their expanding team.
This is an excellent opportunity for a Level 4 qualified adviser who enjoys the new business side of financial planning – engaging with new clients by phone and online, completing fact finds and delivering high-quality financial recommendations.
⭐ The Big Advantage?
Our client has a strong and consistent flow of inbound opportunities, allowing you to focus on what you do best – speaking with clients and providing independent financial advice.
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The Role
You will:
- Engage with new clients primarily via telephone and online meetings
- Complete comprehensive fact finds
- Provide holistic independent advice across pensions, investments and protection
- Deliver compliant and appropriate financial recommendations
- Work closely with administration, research and compliance teams
- Focus on new business and initial client engagement
Ongoing annual reviews are handled separately by a dedicated client review team, allowing you to concentrate on new clients and new business.
What We’re Looking For
- ✅ Level 4 Diploma in Financial Planning
- ✅ Minimum 2 years’ experience within a financial planning/adviser environment
- ✅ Strong telephone and online client engagement skills
- ✅ Knowledge of pensions, investments and protection
- ✅ Comfortable working in a fast-paced, high-volume environment
- ✅ Strong compliance and professional standards
- ✅ CAS is not required
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What’s On Offer?
- 💷 £45,000 basic salary
- 💷 OTE circa £75,000
- 💰 Additional profit-related bonus
- 📞 Phone and online-based client advice
- 📚 Structured four-week training programme
- 🚀 Support towards achieving CAS
- 🤝 Supportive and collaborative adviser environment
- 📈 Excellent growth and development opportunities
This could be an ideal opportunity for an adviser who loves speaking with new clients and delivering independent financial advice.
📩 Interested in finding out more? Apply directly or send us a private message for a confidential conversation.
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