Financial Planner

  • Location:

    Stockport, Greater Manchester

  • Sector:

    Financial Services

  • Job type:


  • Salary:


  • Contact:

    Antonia Mihaylova

  • Contact email:

  • Job ref:


  • Published:

    8 months ago

  • Expiry date:


  • Start date:


Junior Financial Planner / Mortgage Adviser
South Manchester
Dependent on experience and qualifications + bonus

I am pleased to be engaged by an established and professional boutique Financial Planning practice to assist with the appointment of an additional Adviser due to growth within the business, based in the South Manchester area. The successful applicant will doesn't have to be advising at present, but needs to have the confidence to pursue a client facing role in the future.

The role will initially consist of providing Mortgage Advice which will be instrumental in training and developing the appointee's soft advisory. The successful applicant will also be responsible for product research and suitability report writing (including Pensions & Investments technical cases), managing client relationships and technical back office support. Assistance, guidance and sponsorship for studies towards the Diploma in Regulated Financial Planning as well as obtaining CF30 and SPS status will be provided. Gradually the role will develop into providing whole of market holistic Financial Planning advice with a small client bank referred from the practice.

This opportunity will be well-suited to a Mortgage Adviser with aspiration to gain access to the whole of the market and desire to achieve further qualifications, or an applicant with IFA Support/Paraplanner experience determined to progress into a client facing role.

Please note for your application to be considered you MUST possess experience in an Independent Financial Planning practice, and progress made towards the Diploma in Regulated Financial Planning (or at least a Mortgage Advice qualification).

If you are interested in applying for this position or similar roles, or indeed just require a confidential conversation about your next career move, please contact Antonia Mihaylova at Search Financial Services directly in Manchester on 835 8318 or send your application to

If this role isn't for you, Search Financial Services offer voucher incentive for recommendations/referrals … Ask for details!!!

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.