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.
