Financial Planner

Field-Based role

Recruit UK are supporting a leading national wealth management business in their search for a Financial Planner.

This organisation is committed to improving the way financial advice is offered, making it more affordable, accessible, and impactful for more people. Their goal is simple: to change lives for the better.

Role Overview

As a Financial Planner, you’ll help clients define their future goals and long-term aspirations, creating tailored financial plans to help achieve them. You’ll play a vital role in guiding clients to make informed financial decisions, combining your technical expertise, professional knowledge, and ongoing support.

Key Responsibilities

• Deliver holistic financial advice through face-to-face and virtual meetings.
• Build and maintain long‑term relationships, supporting clients in achieving their immediate and ongoing financial goals.
• Use cash flow modelling and financial planning tools to provide clear, insightful advice.
• Proactively develop new business opportunities, building relationships with introducers and new clients.
• Manage a designated portfolio, identifying ongoing advice needs and intergenerational opportunities
• Stay informed on market, legislative, and industry developments.
• Uphold regulatory responsibilities and deliver excellent client outcomes.
• Maintain professional standards and complete CPD to support SPS requirements.

Qualifications & Skills

• Level 4 Diploma in Financial Planning (Level 6/Chartered desirable but not essential).
• Strong experience in holistic financial advice and client relationship building.
• Skilled in conducting client meetings and producing tailored financial plans.
• Knowledge of regulatory requirements, including Consumer Duty.
• Confident in cash flow modelling tools.
• Excellent communication, organisational, and presentation skills.
• Generous Holiday Entitlement: 30 days plus bank holidays (with buy/sell options).
• paid medical insurance, life insurance, and health screening.
• Pension: Matched contribution up to 15% of base salary.