Financial Planner

Financial Planner
Location: Knutsford
Contract: Permanent
Salary: £70,000 - £80,000 per annum bonuses
Start Date: Flexible
Contact: greg.waite@servicecare.org.uk

Job Description
Service Care Solutions are recruiting for a Financial Planner to join a Chartered independent financial planning firm based in Knutsford. The firm provides bespoke financial planning advice to individuals, families and business owners, helping clients manage their finances and plan for long-term financial security.

As a Financial Planner, you will work closely with clients to understand their financial objectives and provide clear, structured advice across areas such as retirement planning, investments, and tax-efficient wealth management. The role will involve building long-term relationships and delivering tailored financial strategies aligned to each client’s goals.

Key Responsibilities

• Provide holistic financial planning advice covering pensions, investments, retirement planning and tax-efficient strategies.
• Conduct client fact-find meetings to understand financial circumstances and long-term goals.
• Develop bespoke financial plans and recommendations tailored to individual client needs.
• Present advice clearly and support clients through implementation of recommendations.
• Build and maintain long-term relationships with clients.
• Conduct regular review meetings to ensure financial plans remain aligned with client objectives.
• Work closely with paraplanners and administrative support teams to deliver high-quality advice.
• Ensure all client documentation and recommendations meet regulatory standards.

Candidate Criteria

• Level 4 Diploma in Financial Planning (DipPFS or equivalent), ideally working towards Chartered status or obtained
• Proven experience delivering financial planning advice within an IFA or wealth management firm.
• Experience working with high-net-worth individuals and business owners
• Strong knowledge of pensions, investments and financial planning strategies.
• Excellent client relationship and communication skills.

If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on 01772 208969 or email greg.waite@servicecare.org.uk
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.