Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide tailored financial advice to high-net-worth clients and manage client relationships.
- Company: Join a forward-thinking firm dedicated to building futures in private wealth management.
- Benefits: Enjoy competitive pay, hybrid working, 24 days holiday plus your birthday off, and ongoing training.
- Why this job: Accelerate your career with top-tier support and the chance to make a real impact.
- Qualifications: Minimum 3 years as a Financial Adviser with a Level 4 Diploma; Level 6 preferred.
- Other info: Be part of a collaborative team and enjoy quarterly company socials.
The predicted salary is between 42000 - 84000 £ per year.
Job Description
Financial Adviser – Private Client Servicing
Salary: Up to £70,000 basic
OTE: £90,000+
Working Pattern: Office-based initially, hybrid available post sign-off
A global, investment-led financial planning firm is looking to appoint an experienced Financial Adviser to join its Private Client Advice team. The firm provides regulated advice to a large, established UK client base and operates within a highly structured, well-governed environment.
This role is focused on delivering high-quality, holistic financial advice to existing and prospective clients, supported by strong infrastructure, specialist teams, and clear development pathways.
The Role
- Provide ongoing regulated financial advice to an existing client bank
- Advise across pensions, investments, ISAs, bonds, and estate planning
- Deliver retirement and drawdown advice, including complex planning scenarios
- Provide inheritance tax and trust planning advice
- Use cashflow modelling to create tax-efficient financial strategies
- Optimise investment wrappers and tax positioning
- Deliver advice primarily via phone and written communication
- Increase face-to-face client meetings as you progress
- Work closely with internal specialists and operate within a robust T&C framework
Onboarding & Working Model
- Office-based initially
- Hybrid working available based on tenure, performance, and competency sign-off
About You
- Level 4 Diploma in Financial Planning (essential)
- Level 6 / Chartered status advantageous
- Strong technical knowledge across pensions, investments, and IHT planning
- Client-focused with excellent communication skills
- Organised, detail-oriented, and comfortable managing complex cases
- Motivated by sustainable, performance-based earnings rather than self-generation
Salary & Benefits
- Up to £70,000 basic salary
- £90,000+ OTE
- Enhanced pension contributions
- Private medical cover
- Generous annual leave allowance
- Gym subsidy
- Wellbeing and employee assistance support
- Structured long-term career development within a global organisation
This opportunity will suit advisers seeking stability, high-quality clients, strong governance, and long-term earning potential within a respected investment-led firm.
Financial Planner employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend events, webinars, or local meetups to connect with potential colleagues and mentors who can provide insights and possibly refer you to opportunities.
✨Tip Number 2
Stay updated on the latest financial trends and regulations. This knowledge will not only help you in interviews but also demonstrate your commitment to providing high-quality advice to clients.
✨Tip Number 3
Consider reaching out directly to current employees at the company you're applying to. They can offer valuable insights about the company culture and what it takes to succeed in the role.
✨Tip Number 4
Prepare for potential interviews by practising common financial advisory scenarios. Being able to articulate how you would handle specific client situations can set you apart from other candidates.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Adviser, especially your work with high-net-worth clients. Use specific examples of your achievements and how you've delivered outstanding advice.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial planning and your ambition to grow within the industry. Mention how you align with the company's mission of building futures and supporting clients.
Highlight Relevant Qualifications: Clearly state your qualifications, including your Level 4 Diploma and any additional certifications. If you have Level 6 or Chartered status, make sure to emphasise this as it is preferred by the employer.
Showcase Your Client Management Skills: Discuss your experience in managing client relationships and how you've successfully deepened these connections. Provide examples of strategies you've implemented across investments, pensions, and tax planning.
How to prepare for a job interview at Recruit UK
✨Showcase Your Experience
Be prepared to discuss your previous experience as a Financial Adviser, especially your work with high-net-worth clients. Highlight specific examples of how you've successfully managed client relationships and delivered tailored financial advice.
✨Demonstrate Industry Knowledge
Stay updated on the latest financial trends and regulations. During the interview, share insights on current market conditions and how they might impact your clients' investment strategies.
✨Emphasise Team Collaboration
Since the role involves working closely with internal teams, be ready to discuss your experience in collaborative environments. Share examples of how you've worked with paraplanners or business development teams to enhance client service.
✨Express Your Ambition
The company is looking for candidates with ambition and a desire to grow. Be sure to articulate your career goals and how you see yourself contributing to the firm's success while building your own legacy.
