Financial Planner at Eventus Recruitment Group
Cumbria, Cumbria - England, United Kingdom -
Full Time


Start Date

Immediate

Expiry Date

06 Dec, 26

Salary

0.0

Posted On

07 Sep, 26

Experience

7 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Industry

Financial Services & Insurance

Description

Full job description

Eventus Recruitment are seeking an experienced Financial Planner for a privately owned, specialist financial planning firm with its head office in Salford, Greater Manchester. This is a permanent, full-time role that is fully remote across the UK, with only around one day a month in the Salford office, offering up to £85,000 plus bonuses, a car allowance, private medical insurance, 28 days' holiday and full study support. The work carries real purpose: advising clients whose lives have been changed by serious injury and making sure their compensation lasts a lifetime. You will be joining a financially strong business managing £1.5 billion in assets, with a clear, structured path from Financial Planner through to Director.

About the Role

As Financial Planner you will deliver high-standard regulated advice and holistic financial planning to a caseload of clients affected by life-changing injuries. This is technically demanding work with genuine social purpose, where the quality of your advice directly shapes how well a compensation award supports someone for the rest of their life.

Key responsibilities include:

  • Delivering holistic, regulated financial planning advice to clients affected by life-changing injuries
  • Leading annual client reviews so compensation awards last a lifetime
  • Providing high-level technical advice across high-value cases
  • Collaborating with legal representatives on expert witness work
  • Developing new business through an established lead allocation process

About You

The right person will be a technically strong adviser who can hold their own across complex cases and bring genuine care to advising clients at a vulnerable point in their lives. Confident, independent judgement matters as much as technical depth here.

You should also be able to demonstrate the following:

  • Level 4 Diploma in Regulated Financial Planning
  • Competent Adviser Status, able to advise clients without supervision
  • Proven experience delivering regulated holistic financial advice
  • Strong technical knowledge across pensions, investments, protection and tax
  • Confident communication, both for leading client reviews and working alongside legal representatives

Benefits and Rewards

Alongside a salary of up to £85,000 plus bonuses, you will enjoy fully remote working and the following benefits:

  • Fully remote working, around one day a month in the office
  • Car allowance
  • 5.5% employer pension contribution
  • 28 days' holiday plus bank holidays
  • Private medical insurance
  • BUPA cash plan
  • Critical illness cover
  • Full study support


How To Apply:

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Responsibilities
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