https://jobs.co.uk/job/financial-planner-merje-ltd--a95cd7b3-ce73-489c-9f54-e8a6840512f1 RSS feed for Financial Planner at MERJE Ltd. en-gb Wed, 29 Jul 2026 03:25:23 GMT https://jobs.co.uk/job/financial-planner-merje-ltd--a95cd7b3-ce73-489c-9f54-e8a6840512f1 https://jobs.co.uk/job/financial-planner-merje-ltd--a95cd7b3-ce73-489c-9f54-e8a6840512f1 Tue, 28 Jul 2026 11:51:43 GMT Location: Leek | Salary: 10000-500000 Annual | Type: Permanent | A well-established and highly respected independent financial planning firm is looking to appoint an experienced Financial Planner to join its growing team.With a strong reputation built on long-standing client relationships and referrals, this is an excellent opportunity to inherit a quality client bank while continuing to develop new business through warm introductions and professional connections.The RoleYou''ll provide holistic financial planning advice to a portfolio of existing clients, helping them achieve their long-term financial objectives across pensions, investments, protection and retirement planning.You''ll work closely with an experienced support team, allowing you to focus on delivering outstanding client outcomes while building trusted, long-term relationships.Key ResponsibilitiesProvide holistic financial planning advice to new and existing clients.Manage and develop an established portfolio of clients.Build long-term relationships through regular reviews and ongoing service.Identify opportunities to grow client relationships through referrals and additional planning needs.Work collaboratively with paraplanners and administrators to deliver an excellent client exp... Permanent