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- 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 ÂŁ per year.
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This range is provided by Recruit UK. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Direct message the job poster from Recruit UK
Consultant at Recruit UK – Financial Planning Recruitment – London
Wealth Adviser – Build Your Legacy in Private Wealth
Our Client, isn\’t just hiring advisers – They are building futures. Yours could be next.
Are you an experienced Financial Adviser looking to accelerate your career in a high-performance, high-support environment? Whether you\’re ready to take ownership of an established HNW client book or eager to scale new heights with full support behind you, this is your opportunity to do more – and earn more.
Why Join?
- Client Book Provided: Hit the ground running with a portfolio of high-net-worth clients from day one.
- Top-Tier Support: Focus on advising, not admin — with access to quality leads, full paraplanning, admin, and marketing support.
- Big Earnings Potential: Competitive salary (£50k–£70k DOE) + generous discretionary pay scheme and uncapped fee-share opportunities.
- Coaching & Development: Learn directly from industry leaders and receive ongoing support to help you grow and succeed
What You’ll Do
- Provide high-quality, tailored financial advice to HNW individuals, families, and institutions.
- Manage and deepen client relationships, delivering strategies across investments, pensions, tax planning, and estate structuring.
- Proactively grow your book through referrals, networking, and high-quality leads.
- Work collaboratively with a talented internal team including Business Development, Paraplanning, and Admin.
- Stay ahead of financial trends to ensure your clients receive the most up-to-date guidance.
Your profile
What You Bring
- Minimum 3 years’ experience as a Financial Adviser/Wealth Adviser.
- Level 4 Diploma (required), Level 6/Chartered status (preferred).
- Experience working with high-net-worth and complex client needs.
- A proven track record of delivering outstanding advice and client outcomes.
- Ambition, integrity, and a desire to build something that’s yours.
The Extras That Matter
- 24 Days Holiday + Your Birthday Off and accrued holiday wit service
- Ongoing Training & Development
- Life Assurance & Income Protection
- Quarterly Company Socials
- Office in London with Hybrid Working
Ready to Make the Move?
If you\’re serious about making your mark in wealth management, and want to join a firm where your success is our mission, our client will be the next step in your journey.
Apply now to take ownership of your future, supported by a team that believes in your potential.
Seniority level
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Seniority level
Mid-Senior level
Employment type
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Employment type
Full-time
Job function
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Job function
Finance
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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.
