Eventus Recruitment are seeking a full-time, permanent Financial Planner to join a reputable and well-established Financial Planning business based in Manchester, Greater Manchester. This role can be either remote, hybrid or office based, depending on your preference and location, with the head office located in Manchester. This is an outstanding opportunity for a qualified Financial Adviser or Financial Planner to work with high-quality, warm leads generated through a strategic national partnership. The incoming Financial Planning professional will benefit from flexible working arrangements, a competitive salary of £50,000 – £60,000, a lucrative quarterly bonus scheme, 25 days holiday plus bank holidays, Group Life Scheme, DIS and an excellent pension.

Role Responsibilities

Receive an almost unlimited supply of high-quality, warm leads with an average investable asset base of £500,000. This is an exceptional opportunity for a skilled Financial Planner / Financial Adviser to focus on relationship building and client outcomes, with a consistent supply of pre-qualified leads:

Building and maintain long-term client relationships through outstanding financial advice and service
Developing tailored financial plans to meet clients’ unique objectives and requirements
Collaborating with internal teams to identify and implement financial planning strategies
Keeping up to date with industry trends and regulatory requirements to provide compliant, up-to-date advice
Meeting and exceeding performance targets and contributing to business growth

Person Specification

The hiring firm is seeking a Financial Planning professional with the following experience and qualities:

While the firm is based in Manchester, the opportunity is not geographically limited – you will be working with clients across the UK, and some travel (including to the Southeast) will be required
Proven experience as a successful Holistic Financial Planner / Financial Adviser
Skilled in advising high-net-worth clients, ideally including experience with EIS, IHT Schemes, VCT, and Trusts
Highly motivated and proactive with a strong desire to close business
Exceptional interpersonal and communication skills
Ability to deliver personalised advice and understand clients’ complex financial needs
Holding appropriate financial planning qualifications and regulatory certifications
Strong sales and negotiation capabilities

Benefits and Rewards

The incoming Financial Planner will benefit from an attractive rewards package and long-term career potential:

Competitive salary of £50,000 – £60,000 (flexible depending on experience)
25 days holiday plus bank holidays
Group Life Scheme and DIS
Excellent pension scheme
Lucrative quarterly bonus structure:
New Business Bonus: 20% of net initial fee income above threshold (1x basic salary)
Client Servicing Bonus: 15% of net ongoing advice fee income (no validation)

About the Company

This is a leading, privately-owned Financial Planning business with a strong presence in Manchester and clients across the UK. Known for its client-centric approach, the business provides tailored independent financial advice supported by an internal structure that fosters adviser success. Their strategic partnership with a nationally recognised organisation ensures a consistent pipeline of high-quality leads, enabling advisers to focus on client relationships and growth.

Next Steps

Apply now if your skills and experience align with this Financial Planner job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Group for a confidential discussion.

If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career.

The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.