Financial Planning Consultant

Location Kendal
Job type: Permanent
Contact name: Laura

Contact email: laura@sirecruitment.com
Job ref: 23944
Published: 14 days ago

​Financial Planning Consultant

Salary: Competitive + Excellent Benefits
Location: Kendal | Hybrid & Flexible Working Available

Are you an experienced Financial Planner looking to join a growing and supportive firm where you can build long-term client relationships and develop your career?

We're recruiting for a Financial Planning Consultant to join an established and expanding financial planning team. This is an excellent opportunity for an adviser who enjoys delivering holistic financial advice, developing trusted client relationships and identifying opportunities to grow a portfolio within a collaborative professional environment.

With an existing client base and ongoing opportunities to develop new business, this role offers the perfect balance of stability, autonomy and long-term career progression.

The Role

As a Financial Planning Consultant, you'll provide high-quality financial advice to individuals and business owners, helping clients achieve their personal and financial objectives.

Your responsibilities will include:

  • Building long-term relationships with a portfolio of financial planning clients.

  • Providing holistic financial planning advice tailored to clients' personal and financial goals.

  • Conducting comprehensive financial reviews and recommending appropriate investment, pension and protection solutions.

  • Delivering ongoing advice and annual reviews to ensure client objectives remain on track.

  • Managing your own client portfolio while maintaining exceptional service standards.

  • Identifying and developing new business opportunities through networking, referrals and professional contacts.

  • Working closely with colleagues across tax, accounting and business advisory teams to provide joined-up client solutions.

  • Keeping up to date with industry regulations, legislation and financial planning developments.

  • Maintaining accurate client records and ensuring all work complies with FCA regulations and internal standards.

  • Achieving individual performance and business development objectives.

About You

We're looking for someone who has:

  • A minimum Level 4 Diploma in Financial Planning (essential).

  • Level 6 Advanced Diploma in Financial Planning (desirable).

  • At least two years' experience in a client-facing financial planning or financial adviser role.

  • Strong knowledge of pensions, investments, protection and holistic financial planning.

  • A sound understanding of FCA regulations, including COBS, COCON and relevant compliance requirements.

  • Excellent communication and relationship-building skills.

  • Strong commercial awareness with the ability to identify opportunities to grow client relationships.

  • A proactive and organised approach, with excellent attention to detail.

  • Confidence managing your own workload and working independently.

  • A full UK driving licence would be advantageous.

What's on Offer

  • Competitive salary with an excellent benefits package.

  • Hybrid and flexible working arrangements.

  • An existing client portfolio with opportunities for further growth.

  • Genuine career progression within an expanding financial planning team.

  • Ongoing professional development and support towards further qualifications.

  • A collaborative and supportive working environment.

  • The opportunity to build lasting client relationships while delivering high-quality, holistic financial advice.

This is an excellent opportunity for an experienced Financial Planner or Financial Adviser looking to join a progressive firm where you can develop your career, grow your client portfolio and make a real difference to clients' financial futures.

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