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- Tasks: Manage and develop client relationships while generating new business opportunities.
- Company: Established IFA firm in Marlow with a strong culture and growth focus.
- Benefits: Competitive salary, discretionary bonus, hybrid working, and support for Chartered status.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: 5-10 years' experience as a Financial Planner and strong cashflow modelling skills.
- Other info: Great opportunity for career progression in a supportive environment.
The predicted salary is between 80000 - 85000 £ per year.
Recruit UK are hiring for a well-established, Marlow-based Independent Financial Advice firm that has grown significantly through acquisition and is now seeking an experienced Financial Planner to take on a transitioning client bank. This is a true hunter/farmer opportunity, offering a blend of inherited clients from exiting principals alongside the autonomy and support to generate new business. The firm operates on a whole-of-market basis, providing full independence across products and providers, and prides itself on a strong culture and realistic, structured client handovers.
The Role:
- Manage and develop an inherited client bank from senior advisers
- Generate new business opportunities alongside existing relationships
- Deliver holistic financial planning, including cashflow modelling (Voyant)
- Advise across pensions, investments, and tax-efficient planning strategies
- Maintain high compliance and client service standards
What They’re Looking For:
- 5–10 years’ experience as a Financial Planner within an IFA environment
- Chartered or working towards (salary reflective if not yet Chartered)
- CAS & SPS held
- Strong experience with cashflow modelling (Voyant essential)
- Exposure to VCT/EIS/Business Relief planning advantageous
- Commercial mindset with both relationship management and business development skills
Salary & Benefits:
- £80,000–£85,000 basic (c.£75k if not yet Chartered)
- Discretionary bonus
- Support to achieve Chartered Status if required
- Hybrid working (typically 3 days in office)
- Structured client handovers and realistic validation
This is an excellent opportunity for a driven Financial Planner seeking autonomy, quality clients, and long-term progression within a growing and well-supported IFA environment.
Financial Planner in Marlow employer: Financial Planning Firm
Contact Detail:
Financial Planning Firm Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Marlow
✨Tip Number 1
Network like a pro! Get out there and connect with other financial planners and industry professionals. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. The more people you know, the better your chances of landing that dream job!
✨Tip Number 2
Showcase your skills! Prepare a portfolio that highlights your experience in cashflow modelling and client management. Use real-life examples to demonstrate how you've successfully managed client relationships and generated new business. This will set you apart from the competition.
✨Tip Number 3
Practice makes perfect! Before any interview, do some mock interviews with friends or mentors. Focus on articulating your experience with holistic financial planning and compliance standards. The more comfortable you are talking about your skills, the more confident you'll feel during the real deal.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can give you an edge. Plus, it shows you're genuinely interested in joining our team. Don’t miss out on the chance to work in a supportive IFA environment!
We think you need these skills to ace Financial Planner in Marlow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your financial planning expertise, especially with cashflow modelling and client management, to show us you’re the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how your experience aligns with our needs. Don’t forget to mention your approach to generating new business!
Showcase Your Achievements: When detailing your experience, focus on specific achievements that demonstrate your ability to manage and grow client relationships. Numbers speak volumes, so if you’ve increased client portfolios or improved service standards, let us know!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Financial Planning Firm
✨Know Your Numbers
As a Financial Planner, you’ll need to be comfortable discussing figures and financial strategies. Brush up on your cashflow modelling skills, especially with Voyant, and be ready to showcase your understanding of pensions, investments, and tax-efficient planning during the interview.
✨Showcase Your Experience
With 5-10 years in the field, you’ve got a wealth of experience. Prepare specific examples of how you've managed client relationships and generated new business. Highlight any successes in transitioning client banks or developing new opportunities to demonstrate your hunter/farmer capabilities.
✨Understand the Company Culture
Research the firm’s values and culture before your interview. They pride themselves on structured client handovers and a supportive environment. Be ready to discuss how your personal values align with theirs and how you can contribute to their strong culture.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the role, the team dynamics, and the support for achieving Chartered status. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.