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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 £ per year.
Location: City of London (Clients based in West & North London)
Salary: up to £55,000 + Competitive Bonus System
Job reference: 9996
Recruit UK are currently recruiting for an exceptional opportunity, for a financial adviser to join a leading wealth management firm, as a Financial Planner. This home-based role will take over a well-established book from a retiring adviser. The client bank is around £30m AUM with around 80 clients.
What’s in it for you:
- Salary up to £55,000
- Bonus – 10% on 0-25K, 15% on 25K-50K, 20% on +50K
- Client bank to inherit and service
- Fully remote and home-based role
- Full back-office support
Skills and experience required:
- Experienced adviser with at least 2+ years in a client-facing advice role.
- Level 4 qualified (Diploma in Financial Planning – CII or LIBF)
- Comfortable working remotely and independently
- Strong communication and relationship-building skills
Our commitment to you:
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Advice firm on a home-based financial adviser role.
Seniority level
- Mid-Senior level
Employment type
- Full-time
Job function
- Strategy/Planning, Business Development, and Consulting
Referrals increase your chances of interviewing at Recruit UK by 2x
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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.