Financial Planner (Private Clients)
What makes this role distinctive is the pipeline you will inherit. The firm has spent decades building an extensive UK-wide network of solicitors, deputies, and professional services contacts through its established PI/CN core business. That network is now being strategically opened up - for the first time - to offer holistic financial planning to company directors and business owners. You would be one of the first financial planners to access a warm referral pipeline that has been years in the making. This is not a cold-start role. It is a rare opportunity to build a private client book from a position of genuine structural advantage.Location and Flexibility:While the firm''s head office is based in Manchester (where you will have your own dedicated desk), this is a nationwide, hybrid and field-based role. You can be based anywhere in the UK, with the flexibility to manage your own diary and work remotely.Key Highlights of the Opportunity:Warm, Untapped Pipeline: Access an established network of professional services contacts across the UK - relationships built over decades, now being opened to private client advice for the first time.High-Calibre Client Base: Advising company directors and business owners (typically £10m-£20m turnover) on tax planning, pensions, investments, and protection.Financial Strength: The firm manages £1.6 billion+ in Assets Under Management and maintains an exceptional 99% client retention rate.Growth and Stability: Privately owned, with the ..... full job details .....
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