Financial Planner

Financial Planner

Glasgow Full-Time 48000 - 72000 £ / year (est.) Home office (partial)
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Recruit UK is partnering with a leading international Wealth Management firm to expand its UK Financial Planning team. We are seeking experienced Financial Advisers who excel in client engagement and have a proven track record working with HNW clients.

This is a unique opportunity to step into a role with a consistent flow of high-quality client leads, enabling you to focus purely on engaging, converting, and advising clients. Leads are pre-qualified, ensuring a strong pipeline of potential business and high conversion.

You will be fully supported by a dedicated team handling technical research, client administration, and ongoing relationship management, freeing up your time to focus on managing clients. Meetings are conducted both remotely and in person, with no office requirement.

What’s in It for You?

  • First-year OTE of £120,000+, with a proven path to double earnings
  • 14% employer pension contribution
  • Private medical & dental insurance
  • Up to 31 days holiday
  • Market-leading maternity & paternity policy
  • Full support with professional development and qualifications

Requirements:

  • Level 4 Financial Advice Diploma (CII, CISI, or LIBF)
  • 5+ years of experience advising HNW private wealth clients
  • Proven track record of onboarding and growing client relationships
  • Strong presentation and consultative sales skills

If you're a driven, highly motivated individual looking for a role where your success is rewarded, apply today and take your career to the next level.

Financial Planner employer: Recruit UK

Join a leading international Wealth Management firm that prioritises employee success and satisfaction. With a home-based role offering a competitive salary and first-year OTE of £120,000+, you will benefit from a strong support system, including a dedicated team for client administration and technical research, allowing you to focus on what you do best—advising clients. Enjoy a flexible work culture, generous holiday allowance, and comprehensive benefits, all while working with high-net-worth clients in a dynamic and rewarding environment.
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Contact Detail:

Recruit UK Recruiting Team

Financial Planner
Recruit UK
Location: Glasgow
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