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- Tasks: Provide holistic financial planning advice to clients on pensions, investments, and protection.
- Company: Join one of the UK's fastest-growing financial planning firms with a client-first philosophy.
- Benefits: Competitive salary, attractive bonuses, hybrid working, and full support infrastructure.
- Other info: Collaborative culture with excellent career growth opportunities across a national network.
- Why this job: Inherit an established client base and enjoy strong internal referral channels for growth.
- Qualifications: Experience in financial planning, FCA registration, and Level 4 Diploma in Financial Planning.
The predicted salary is between 60000 - 100000 £ per year.
Recruit Wealth are delighted to be representing one of the UK’s fastest-growing national Financial Planning firms, currently undergoing an exciting period of private equity–backed expansion and strategic acquisition.
This highly regarded organisation offers a truly holistic client proposition, combining financial planning, wealth management, investment management and professional services to deliver exceptional outcomes for private clients across the UK.
Due to continued growth, an outstanding opportunity has arisen for an experienced Financial Planner to join the firm’s Chester regional office, one of over 70 offices nationwide.
This is a highly attractive advisory opportunity where you will inherit an established client base, while also benefiting from strong internal referral streams and the opportunity to build further relationships. Further details around inherited households, assets under management (AUM), average client size and ongoing advice fees will be discussed during the application process, however this opportunity has been designed to be attractive to a high-quality planner, seeking their next long-term move.
You Will Deliver Holistic Financial Planning Advice Across:
- Pensions and retirement planning
- Investments and wealth management
- Protection and financial security planning
All within a market-leading, whole of market, independent advice framework that places long-term client outcomes at the centre of everything they do.
What Makes This Firm Different:
Our client is widely recognised as one of the largest and most respected names in the UK financial planning sector. The business has built an outstanding reputation through its transparent charging structure, client-first philosophy and award-winning advisory service.
With significant financial backing and ambitious growth plans, this is an excellent opportunity to join a firm that combines stability, scale and long-term career opportunity.
Support & Infrastructure:
Advisers are supported by a highly experienced and established office team, allowing you to focus on what you do best, building relationships and delivering exceptional advice.
You Will Benefit From:
- Full Paraplanning and Administrative support
- Established regional and national support teams
- Strong internal referral channels
- A collaborative culture across a national network of offices
We are keen to speak with experienced advisers who have built a strong reputation within financial planning, with a good track record and a CV to evidence this.
Ideally You Will Have:
- Several years’ Financial Planning/Wealth Advisory experience
- Competent Adviser Status (CAS)
- Statement of Professional Standing (SPS)
- FCA registration
- Minimum Level 4 Diploma in Financial Planning and continuing to study further
- A demonstrable track record advising private clients on pensions, investments and protection
Package & Benefits:
This is an employed position, offering an excellent overall package, including:
- Competitive base salary
- Attractive bonus structure linked to new business and initial fees
- Inherited client relationships
- Full support infrastructure
- Comprehensive company benefits package
- Hybrid working is fully supported allowing flexibility to see clients and run your diary with autonomy.
Applications will be well received by those in the Cheshire area to maintain client contact and the surrounding region. Please apply to us here at Recruit Wealth for an immediate response.
Financial Planner in Chester employer: Recruit Wealth Limited
Contact Detail:
Recruit Wealth Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Chester
✨Network Like a Pro
Get out there and connect with people in the financial planning world! Attend industry events, join local meetups, or even hit up LinkedIn. The more you network, the better your chances of landing that dream job.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share your success stories and how you've helped clients achieve their financial goals. This is your time to shine and show them why you're the perfect fit.
✨Tailor Your Approach
Every firm is different, so make sure you tailor your pitch to match their values and culture. Research the company beforehand and highlight how your experience aligns with their mission. It shows you’re genuinely interested!
✨Apply Through Us!
Don’t forget to apply through our website! We’ve got the inside scoop on the best opportunities in financial planning, and we’re here to help you every step of the way. Let’s get you that job!
We think you need these skills to ace Financial Planner in Chester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your relevant experience in financial planning, wealth management, and client advisory services. We want to see how your skills align with what we’re looking for!
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 you can contribute to our team. Be genuine and let your personality come through.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you’ve helped clients achieve their financial goals. Numbers and results speak volumes, so don’t hold back!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you get the attention you deserve. Plus, it’s super easy!
How to prepare for a job interview at Recruit Wealth Limited
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your expertise in financial metrics. Brush up on key figures related to pensions, investments, and protection plans. Be ready to discuss how you've successfully managed client portfolios and the outcomes you've achieved.
✨Showcase Your Client-Centric Approach
This firm values a client-first philosophy, so be prepared to share specific examples of how you've prioritised client needs in your previous roles. Highlight your ability to build long-term relationships and deliver tailored financial advice that leads to exceptional outcomes.
✨Understand the Firm's Unique Selling Points
Research the company’s transparent charging structure and their holistic approach to financial planning. Be ready to articulate why these aspects resonate with you and how they align with your own professional values and goals.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills in real-world scenarios. Think about past experiences where you had to navigate complex financial situations for clients. Practise articulating your thought process and the strategies you employed to achieve positive results.