Financial Planner

🔒 Confidential Employer
Posted 24 April 2026
LOCATION
Staffordshire, England
TYPE
Full-time
LEVEL
Mid-Senior level
SALARY
£80,000 / year
CATEGORY
Finance
This employer holds a UK Home Office sponsor license — sponsorship for this specific role is at the employer’s discretion

SKILLS

Financial Planning Client Advice Financial Analysis Customer Service Financial Planning Communication Record Keeping

FULL DESCRIPTION

Financial Planner

Posted 4 months ago

Permanent

Staffordshire, England (Remote)

Posted 4 months ago

Highest-performing planners in the team are earning in excess of £80,000 p/a

Applications have closed.

Flexible Working: Hybrid

Our client is an established financial planning firm who are looking for an experienced Financial Plannerto join the team.

The role will involve taking responsibility for the following:

  • Operating to the highest standards within a client centric environment, practicing a standardised process for advising clients and maintaining records of advice.
  • Provide fully holistic independent whole of market advice to customers.
  • Analysis of clients’ circumstances and finances to establish suitable solutions for their differing needs.
  • Ensure client outcomes adhere to company Advice Standards and Consumer Duty Policy.
  • Providing clients with comprehensive verbal and documented recommendations in line with the company’s best practice.
  • Ensure best practice and client outcomes.
  • Ensure that records are kept appropriately in line with the company’s record keeping and file quality requirements.
  • Ensuring that competence to provide advice is maintained and a programme of CPD is undertaken and documented.

Key Requirements:

  • Level 4 Diploma in Regulated Financial Planning (or equivalent).
  • Previous experience as a Financial Adviser/Financial Planner
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