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Financial Planner – Shrewsbury
Confidential Client | High Priority Appointment
We are currently supporting a well-established, directly authorised and fully independent wealth management firm(confidential client) in the appointment of an experienced Financial Planner.
This is a priority hire, with interviews being arranged promptly for suitable candidates.
The Opportunity
This role offers the opportunity to join a respected advisory firm with a strong regional presence and a consistent flow of client demand.
Unlike traditional roles focused on servicing an existing book, this position provides:
- Access to warm, pre-qualified client leads
- A schedule of pre-arranged client meetings
- The opportunity to build and develop your own client portfolio
- A focus on long-term relationship management and holistic financial planning
This is particularly well suited to advisers who enjoy working with new clients and developing lasting relationships, rather than maintaining a static client base.
Candidate Profile
- Diploma qualified (Level 4 minimum)
- Chartered status, or working towards (preferred)
- Demonstrated ability to develop client relationships and convert opportunities
- Professional, client-focused approach
- Strong communication and interpersonal skills
- Commercial awareness with a long-term advisory mindset
- An existing client bank may be advantageous but is not essential.
What My Client Offers
- Consistent flow of qualified client opportunities
- Pre-booked meetings, reducing the need for self-generated leads
- A supportive and collaborative working environment
- Full paraplanning and administrative support
- A business model centred on independent, client-first financial advice
- Clear opportunity to build and grow a valuable client portfolio
Application
For a confidential discussion regarding this opportunity, please apply directly or contact me privately.