financial planner Work, Jobs in bolton (with Salaries)

Financial Planner
Eventus Recruitment Group —Salford
- £75,000 - £85,000 a year
- Remote
- Financial services
Financial Planning Client Administrator
Evelyn Partners —Manchester
- Full-time
- Organisational skills
- IT
- In-person
Quick apply
17h
Senior Financial Planner
WTW —Manchester
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
14d
Client Manager
Equilibrium Financial Planning —Wilmslow
- £32,000 - £50,000 a year
- Annual leave
Paraplanner
Eventus Recruitment Group —Manchester
- £45,000 a year
- Hybrid work
- Financial services
- Flexible schedule
Paraplanner (Chorley)
Perspective Financial Group —Chorley
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Financial Adviser (Chorley)
Perspective Financial Group —Chorley
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Financial Adviser (Warrington)
Perspective Financial Group —Warrington
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Senior Client Manager
Equilibrium Financial Planning —Wilmslow
- £50,000 - £70,000 a year
- Annual leave
- Work from home
Paraplanner
Evelyn Partners —Manchester
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
Quick apply
8d

More jobs to discover

Find similar jobs that you might be interested in.

Financial Planning Administrator
The Progeny Group Limited —Leeds
Financial Services experience – you will bring a minimum of 2 years’ experience with a good understanding of financial products and FCA principles.
Quick apply
Financial Planning Client Administrator
Evelyn Partners —Manchester
This role will require full time in office through probation period and will then move onto our smart working pattern of 3 days in office and 2 days working…
Quick apply
17h

I want to receive the latest job alerts for financial planner in bolton

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Financial Planner

Eventus Recruitment Group
Salford

Apply Now

Job details

Permanent
£75,000 - £85,000 a year

Benefits

Company pension
Private medical insurance

Qualifications

Pension
Financial services

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

About the Firm

The employer is a privately owned financial planning firm with a national reach and a specialism that sets it apart: advising people whose lives have been changed by serious injury. It is a financially strong business, managing around £1.5 billion in assets with a 99% client retention rate and an average case size above £2.5m, so the advice is genuinely high-level. Career progression is clear and structured, with a defined path from Consultant through Senior Consultant to Director following a thorough three to six month onboarding. The work has real purpose throughout, combining technical financial planning with close collaboration alongside legal teams on expert witness work.

Next Steps

Apply now if your skills and experience align with this role. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group via email at [email protected] or phone 07950 472 004. If this particular role isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market.

The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.

Apply Now

Refine Your Search

financial planner jobs in bolton

Financial Planner

Financial Planning Client Administrator

Senior Financial Planner

Client Manager

Paraplanner

Paraplanner (Chorley)

Financial Adviser (Chorley)

Financial Adviser (Warrington)

Senior Client Manager

Paraplanner

More jobs to discover

I want to receive the latest job alerts for financial planner in bolton

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected