Financial Planner

Overview

Consultant at Recruit UK – Financial Planning Recruitment – London

We are currently working with a leading national Financial Planning firm to appoint a Personal Wealth Adviser to support their client base across Kent. This is a strong opportunity for an experienced adviser to join a respected organisation offering high-quality clients, solid earning potential, and long-term career development.

The Role

• Deliver holistic financial advice to clients through face-to-face and virtual meetings
• Build and maintain long-term client relationships
• Use cash flow modelling and planning tools to provide tailored advice
• Manage and grow an existing client portfolio
• Identify new opportunities and introducer relationships
• Maintain regulatory, compliance, and service standards

About You

• Level 4 Diploma in Financial Planning (Level 6 / Chartered desirable)
• Strong communication, analytical, and relationship management skills
• Confident using cash flow modelling tools
• Client-focused and commercially aware

What’s on Offer

• Uncapped, linear bonus structure (20%+ achievable)
• Hybrid working and flexible client meeting options
• Ongoing support toward Chartered status and career progression

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Financial planning / advisory

If you’d like to explore this opportunity in confidence, please get in touch directly or apply via LinkedIn.