Financial Planner - £20m Book

Vernon Thomas Recruitment
📍 birkenhead, birkenhead, United-Kingdom 💼 Full-time 🕒 Posted June 11, 2026

Job Description

Financial Planner – North West | Existing Client Bank | Flexible Working


We’re partnering with a growing independent financial planning firm in the North West that is looking to appoint an experienced Financial Planner to join its established team.

This is an excellent opportunity for an adviser seeking a high-quality client proposition, genuine autonomy, and the chance to inherit an existing portfolio of clients from day one.


The Opportunity

  • Inherit an existing client bank of approximately £20m AUM
  • Join a respected independent firm with a strong reputation in the market
  • Work within a supportive and mature culture that values adviser autonomy
  • Flexibility to manage your own diary and work in a way that suits you
  • Strong platform for ongoing client and business growth

Package

  • Salary up to £70,000
  • Attractive bonus structure
  • Compr...

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Job Details

  • Location birkenhead, birkenhead
  • Job Type Full-time
  • Category Other-General
  • Posted Date June 11, 2026
  • Application Deadline July 21, 2026